An experience of almost 80 years has taught us that sustainable wealth is not to be expected
over a short period of time. Our experience of precise strategies for wealth creation has resulted
in successful investors which further re-affirms our analysis. Because we are able to visualise
the emergence of a new market order where disciplined investment is bound to steadily replace
speculative transactions as the preferred method to create wealth.
Serious investors are always on the lookout for trusted and unbiased advice. Over time, these advisory services provided on every nature and dimension of financial matter evolved into trusted relationships.
Our business model is built around a few and simple levers.
This is how we brought the A-game for our clients. With our investment philosophy, we were
able to swiftly move ahead and deliver simple yet enduring ethos of disciplined investing
approach. These are the principles that have stood us well and put to test through cycles of
capital markets, enterprise creation and “emerging” investment philosophies, having
consistently demonstrated their value and relevance.
▪ Do not risk 99% of investor wealth for a 1% fee.
▪ Sustainable value is created from sustained investment outlook.
▪ Wealth creation requires a disciplined approach and patience.
▪ Over a longer period, “Wealthy” are investors and not traders!
We put the customer’s security at the forefront!
We measure our success, through value created for our customers. This is only possible through a rigorous risk management framework, that (again) puts customer’s risk and security at the centre of all decisions. We believe in devising prudential norms for risk exposure and margin security, based on a mature view of customer segments and requirements. Such checks and controls, though appearing conservative, helps to minimize the potential negative impact on customers. Our research-driven insights are developed to help you buy value, not risk. This we aim to achieve through devising appropriate risk-toned investment strategies that help in value enhancement through well-managed risk. Overall and to the extent possible, our objective is to help you grow value, without eroding capital.
Superior Customer Experience
And this was only possible through consistent performance and results! We deploy methods and means that put customer’s objectives, expectations and convenience at the centre of it all.
Our products, services and teams primarily focus on tasks and projects that improve our value proposition and effectiveness to our customers.
World-class technology platform
We have partnered with the best-in-class technology and communication services providers acclaimed globally for the quality of their offerings.
Service Delivery channels
We would be looking to deliver a cross-platform delivery capability to our customers that enhance our ability to create “touch-points” with them. This includes branches, digital platforms, and mobile channels.