Investment Advisory

We offer personalized services to our Investment Advisory clients. We understand that every client is different and base our advisory services upon detailed assessment of each clients’ risk tolerance and temperament to handle volatility. We guide and advise our clients on assets allocation by suggesting investments in different assets class based upon their requirement and risk handling capacity.

Our investment services are best suited for investors with Rs.15 Lac and above as base capital to start with.

“Investment in securities market are subject to market risks. Read all the

related documents carefully before investing"

Alpha 30 is a 100% Long only equity portfolio, which has a high potential of outperformance. It has been developed with a focused strategy, based on unique blend of strong fundamentals, Value and Momentum. Some features of Alpha 30 are:

• Uses high end mathematically proven proprietary technical analysis and momentum parameters, which are unique, and time tested to analyze the stock  movements.

• Invests in a combination of large and medium sized companies, providing a reasonable degree of flexibility to the fund management team to invest in companies of different sizes to generate alpha.

• Universe of Investment - Stocks typically comprise the top 250 largest companies by market capitalization on BSE

• Strong fundamentals coupled with momentum normally has a tendency to recover faster after every market correction.