Equities
Owning Stocks is risky in the short term, not owning stocks is riskier in the long run.
We believe that equities are one of the best asset classes for long term wealth creation and there are several vehicles available to participate in equity markets.
Following are the options available:
- Equity Mutual Funds
- Direct Stocks
- Portfolio Management Services
- Exchange Traded Funds (ETFs)
- Equity-linked notes and structured products
- Offshore active and passive funds
- Private Equity Funds
We help in selecting the best vehicle to participate in the equity markets based on our view on the markets, the ability of the asset manager to deliver superior risk adjusted return and thereby outperform peers and benchmarks
Fixed Income
Fixed income strategy brings stability to the portfolio and offers consistent return for the conservative portion of the portfolio. We also use fixed income as a tactical allocator to tide over equity market volatility.
Following are the offerings in Fixed Income:
- Debt Mutual Funds
- Government and Corporate Bonds/Debentures
- Preferential shares with fixed payouts.
- Bank and Corporate deposits
- Foreign currency Bonds
Commodities
We take tactical exposure to gold as a hedge against global economic slowdown through ETF’s and Gold Futures.
Derivatives
Futures and options can be an essential part of financial planning, especially in hedging the portfolios or specific high stock exposures. We assist in devising and executing the hedge strategy to protect the downside in the equity portfolio.
