Products
We currently have the following products to offer. These have been carved out after due research and analysis. Each of our clients will be assigned to one of them based on their individual risk profiling, suitability, investing horizon, financial goals, and other factors.
Suraksha Vitta
(Protection of finance)
This portfolio is designed for customers who have a low risk and have a conservative approach. The investments made under this, carry a low volatility with some strict stop losses. The investment horizon is one year and above. However the time could vary depending on the market situations from time to time.
Samana Utpady
(Balanced creation)
Here the model is for customers who have a balanced approach and so the investments are designed and advised on this basis. The investment horizon here is two years and above, and the stock selection passes through a screening predominantly from the Nifty 500 list, with stop loss triggers assigned to the investments. However the time period of staying invested could undergo changes based on market conditions, and other factors from time to time.
Sthira Sampatti
(Stable assets)
This segment in for customers who are moderately aggressive, which means, they are willing to wait for a longer time period with their investments. We have classified the time frame of three years and above from time of investments. Here the securities gets filtered predominantly from the Nifty 750 list of stocks with growth perspective ,carrying a stoploss levels. These investments undergo periodical reviews and exit, switch or swap could get recommended.
Dirghakalika Nivesa
(Long term investments )
Wealth creation typically happens when one stays invested for a longer period of time , which is 8 years and above. However this may have an element of risk due to factors which could create high short term volatile markets. The investments in this basket pass through various filters like fundamental, technical and growth opportunities to mention a few, as they create long term value. Exits are normally advised only if the underlying fundamentals deteriorate or valuations become unsustainable.
Niyamabadha Praksepaka Yojana
(Systematic Investment Plan)
Here the concept in to adhere to have a periodical investment strategy where one invests a particular amount regularly in a stock, which has a long term compounding value. The investments such made keeps a cost low and generates better wealth creation. The stock advised in this pass through the various parameters like, fundamentals, growth, market standing of the products, technical analysis.