| Our PMS investment approach |
Our investment philosophy is based on prudent investment principles with the goal of achieving sustainable and consistent returns. The Indian stock market is a veritable stock picker’s paradise. So while we are mindful of the macro themes and underpinnings of stock market trends, we place strong emphasis on stock selection and asset allocation with the right degree of diversification.
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Asset allocation- The primary risk management strategy.
The essence of asset allocation lies in the fact that, over time, it can determine portfolio returns substantially. It is as important to buy the correct amount, as it is to buy the right stock. This enables us to manage risk more effectively while achieving the desired degree of diversification. |
Long-term perspective- Performance over a period of time.
Our portfolio construction is based on meeting client risk profiles and return expectations. While it is impossible to forecast and time returns, it is important to have an investment strategy in place that is positioned to benefit from growth in strong underlying businesses with a long term perspective. |
Multi-disciplinary methodology- A balanced approach.
We have developed a comprehensive methodology that combines qualitative and quantitative analysis of businesses. This combination of fundamental and technical research provides us the vital edge in not just knowing which businesses to buy/sell but also a better perspective of stock market technical and sentimental factors that impinge on stock prices. |
Use of benchmarks- Measuring relative performance
The prime goal of portfolio management is to outperform selected benchmarks consistently and sustainably over time, thus maximizing the portfolio returns. For each of our risk profiles, we have adopted suitable benchmarks derived from the plethora of indices available today. Our constant endeavor is to deliver absolute returns that are significantly higher than benchmark indices. |
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