Our Process

To facilitate a fuss-free investment experience for you, our process aims to  first, help you understand yourself at the outset, followed by a detailed plan about your goal/s along with the investment period. The next step is to know the source of income and its frequency and choose from the available avenues based on valuation.  Finally, we ensure that you take suitable action and continue on the path.

Know Thyself

Know thyself is a three-stage activity where, at the outset, one meets and identifies the self to understand the three-dimensional aspects of investors’ attitude. The first dimension being greed and fear, second being optimistic, pessimistic or realistic and third, aggressive, moderate or conservative.  The second stage involves recognising our past behavior with respect to market volatility. Thirdly our investment knowledge or level of conviction.

KNOW YOUR RISK PROFILE

Plan Your Investment

Decide Your Purpose

DURATION

While purpose defines our goal/s the duration helps us choose the right asset class. Duration and return from asset class can be a major source of conflict if not planned correctly, Hence this is very important.

Know Your Source of Income

INCOME STREAM

Our income stream helps us plan our investments. For businessmen, a lump sum option works better while for salaried individuals a systematic infusion may be effective.

Figure out your Avenues

MARKET VALUATION

Selection of an investment avenue without considering the proper valuation can be disastrous. Yet, liquidity and growth always interplay to effectuate the  valuation challenging.

Take Action

Actions take us forward. Our actions are mostly based on historical data with proper diversification. Thus, the chance of capital erosion is negligible and ensures reasonable and realistic returns.