Complete and tailor-made solutions are devised according to your investment horizon, financial situation, performance objectives and risk profile. Your investment profile mainly takes into account your investment objectives, reference currency, risk tolerance and time horizon.
Dynamic Equity Portfolio (DEP)
DEP is a modern investment tool made up of a diversified basket of equities. It is suitable for investors looking to participate in the India equity story with the aim of achieving absolute returns. Its portfolio addresses the needs of those individuals who desire to take a position in equities but at the same time want to protect the downside. Distinct from the traditional buy-and-hold strategy, it is benchmarked to leading indices and diversified equity mutual funds. The suggested investment horizon in DEP is about 15 months.
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Deep Value Portfolio (DVP)
DVP is for investors with a longer-term investment horizon of 24 to 36 months. The objective is to generate superior returns by advising investment in a portfolio of stocks using the theme of potential re-rating.
This portfolio focuses on stocks that are undervalued vis-à-vis the peer group or the market; fulfill parameters relevant for valuation; and, have the potential to be re-rated within the investment period.
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Core Portfolio
The investment objective of this portfolio is long term capital appreciation through a portfolio of primarily leader (sectoral) stocks. A long term buy and hold strategy in these companies should help to outperform the market handsomely. The Core portfolio would focus on stocks which have proven capabilities through business cycles and can not only ride out the volatility but continue to benefit from the secular growth story
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Dynamic Opportunities Portfolio
An actively managed portfolio with higher fund manager intervention - Identifies opportunities early and takes necessary action. This portfolio will invest across market capitalisations and can take relatively higher exposure to sectors or stocks which the fund manager feels are undervalued.
Stocks are identified based on various parameters like technical analysis, relatively short & medium term price triggers and market themes. The portfolio would also employ derivatives instruments to enhance the returns and hedge the portfolio.
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Special Situations Portfolio
The Special Situations portfolio will focus essentially on major corporate developments including Initial Public Offering (IPO) of companies. Typical special situations would be events of corporate restructuring like mergers, demergers, acquisition of business, sale of business etc. Other areas of deployment would be in high dividend yielding stocks.
It seeks the advantages of listing gains as well as unlocking of investment opportunities through various corporate re structuring mechanisms.
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Structured Derivatives Strategies (SDS)
Structured Derivatives Strategies consist of the use of futures and options instruments to develop equity-oriented strategies with a safety margin. Importantly, structured products provide you with a unique opportunity to outperform traditional assets where the pay-off may not be as high. SDS is designed to generate an income stream from the option premium even while implementing a buy-and-hold strategy.
A portfolio of quality, liquid stocks is constructed for long-term investment horizon with the objective of gaining from appreciation in the portfolio. Simultaneously, derivative strategies are employed to create a safety margin, which can serve as a buffer in the event of an adverse movement in the market.
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Structured Products
Structured products are designed to combine two or more financial instruments to provide tailor-made solutions that may not be addressed through regular financial instruments. Usually, they are a combination of equity, equity derivatives and fixed income instruments.
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Art
As an emerging asset class, art brings diversification possibilities for an investment portfolio of stocks and bonds. You are provided with independent and objective advice tailored to your requirements as we facilitate investments in art to assist you in selecting art funds and direct transactions. You gain from expert advice on both acquisitions and sales of works of art in the form of procuring research, authentication and valuation, negotiation, creation and management of collections and finally, legal, fiscal and import/export issues and insurance.
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Real Estate
Not only do you get best-in-breed real estate investment products but also access to nationwide real estate opportunities. You benefit from expertise in consulting services, which include conducting feasibility studies, market research, and demand assessment along with valuation and appraisal. The transaction services include site selection, tenant representation and acquisitions and dispositions.
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