Wealth Management Industry isn't designed to be Fair. There are thousands of products and strategies that waste time, and money. One must practice caution while investing. Besides, stock market in short term, is one place which is subjective in nature. Anything rises or falls basis perceptions, emotions and sentiments.. We offer responsible, long term investment service backed by analytics and supported by content. Invest with us in best quality products and make informed investment decisions.
Before venturing into the new investment, a review of where one stands is very important. As a first step, we do a portfolio review exercise called QRC (quality, risk, consistency) analysis. Our experience tells us that most portfolios are already over diversified, are prey to wrong asset allocation, & wrong product selection. Products we select are analyzed across 5Ps (people, performance, philosophy, portfolio, and price). We interview the fund management team to do this in-depth analysis.
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