Currently there
are approximately 600 schemes, it is difficult for
you to track them on
your own
On-Line Platform :
We offer an online platform
for buying and selling mutual funds just like stocks. There
are no loads (entry or exit) to buy or sell mutual funds.
Our Investment Philosophy
:
Higher Risk Adjusted Return
Consistent Returns
Customized offerings by linking recommendations
to your financial goals
Constant monitoring of funds
Research Process :
We understand the challenges
that an investor faces today in making decisions to invest
in mutual funds. Our endeavor is to weed through the apparent
web of mutual fund universe and simplify mutual fund investing
for you so that you can execute your transactions easily
online.
After a detailed analysis
is conducted funds are ranked with respect to the peer group
as under on the basis of both Quantitative (absolute
returns) & Qualitative (consistency) parameters:
'A’ rated funds
- form the top 10 % funds & are very good
funds
‘B’ rated funds
- form the next 20% & are good funds
‘C’ rated funds
- form the next 40% & are average funds
‘D’ rated funds
- form the last 20% & are below average funds
‘E’ rated funds
- form the last 10% & are poor rated funds
Model Portfolio :
Model Portfolios make
your life simple. Monies are allocated in various proportions
in different types of mutual funds such as large-cap equity,
mid-cap equity, long-term bond funds, gold etf, etc based
on your risk profile. A model portfolio gives you a cookie
cutter approach to allocate your monies in a sensible way.
