Investment Solution Concepts and Constructs

Asset Allocation Quilt
Diversification is very important concept of wealth creation journey. Market-based tactical changes in strategic asset allocation and risk-based tactical changes in dynamic asset allocation provide high risk-adjusted rewards in wealth creation

As below table ranks best asset class yearly basis, it becomes difficult to predict the best asset class or best investment for future basis past performance and does not reward investors who invest basis trailing returns, thereby asset allocation modeling becomes important.

2012
Mid-Cap
38.52
2013
International
29.60
2014
Small-Cap
62.91
2015
Credit Risk
10.00
2016
g-Sec
15.00
2017
Small-Cap
59.64
2018
Gold
08.00
2019
International
27.31
2020
Small-Cap
30.75
2021
Small-Cap
58.96

Source: Mint Research – https://www.indian-share-tips.com/2020/01/asset-class-returns-over-past-decade.html

Value Based Investing

Another concept of investment is value-based investing, the investor needs to be proactive in reallocating portfolio holding whenever it becomes expensive and need to rotate towards investments that are fundamentally strong and available at a reasonable price.

We help our investors through a periodic portfolio evaluation process and find growth opportunities which are available at a reasonable price and also help identify future risk due to market conditions and investor euphoria.

State of the Art Digital Tools
An interface that’s not only pretty but also feel much faster to use, we can assure you that you would enjoy using our digital platform as it provides one of the best user experience in the industry. The interface enables to view in depth allocation analysis household and individual view, annualized consolidated portfolio growth at individual and household level, realized and unrealized profit and many other important details which are necessary for effective wealth management.

Our digital platform enables you to link any of your existing bank accounts for your investment transactions and there is no need to open any separate bank account for our services. You can access the customized portfolio report both on the mobile app and on the desktop.

Why private boutique wealth management firm?
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