Client Centric Approach to Investment
The investment for clients are taylor made solutions based on their financial goals
The primacy of risk control
Our goal is to deliver superior performance with less-than-commensurate risk. Our focus will be to accomplish targeted returns across market cycles ; it takes consistent performance across good and bad times to establish trust among investors and achieve sustained relationship. Thus, rather than merely searching for prospective profits, we place the highest priority on mitigating losses. It is our overriding belief that in an ever opportunistic markets, mitigating losses and growing profits will take care of Investors objectives
Emphasis on consistency
Oscillating between top-quartile results in good years and bottom-quartile results in bad years is not acceptable to us. It is our belief that a superior record is best built on a high batting average rather than a mix of brilliant successes and dismal failures
Disavowal of market timing
Because we do not believe in the predictive ability required to correctly time markets, we keep portfolios fully invested whenever attractively priced assets can be bought. Concern about the market climate may cause us to tilt toward more defensive investments, increase selectivity or act more deliberately, but we never move to raise cash. Clients hire us to invest in specific market niches, and we must never fail to do our job. Holding investments that decline in price is unpleasant, but missing out on returns because we failed to buy what we were hired to buy is inexcusable.
The importance of market inefficiency
We feel that skill and hard work can lead to a "knowledge advantage," and thus to potentially superior investment results. But we do not believe this can occur in so-called efficient markets, where large numbers of participants share roughly equal access to information and act in an unbiased fashion to incorporate that information into asset prices. We believe there are less efficient markets in which dispassionate application of skill and effort should pay off for our clients, and it is only in such markets that we invest.
VISION & MISSION
Our vision is to be a trusted partner for our clients in their endeavor to build Wealth Our mission is to add value with dynamic portfolio management to help our clients reach their long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles
OUR VALUES
We Act with Integrity towards all out stake holders. Our Systems & Process will always be driven by client’s centric approach. We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances.
TECH VISION
We keep pace with changing technology by building digital capabilities and transforming our organization for the digital age. Investors already expect a seamless customer experience that is fast, convenient and intuitive, and tomorrow’s customers will exp
OUR TEAM
Dheepak Anand Babu
V Mythreyan
Director - Business Development
T Margabandhu
Chief Executive Officer
D Saravanan
Director - Financial Planning & Portfolio Management
P A Rupakumar Raja
Director - Research