FAQ & Support
Ideally, you are never too late or never too early to invest in the equity market. If you observe the last 4 decades of the stock market, on an average after every 10 years we see an all-time high. The journey of equity market has both upswings and downswings, but investors who stay invested patiently but strategically for a longer horizon have been rewarded with higher capital appreciation on investment compared to other available asset classes.
Portfolio management is generally more personalized and consists of a concentrated portfolio of stocks compared to Mutual funds. PMS also has more flexibility in terms of sector/ stock / cash which generally provides an edge to the fund manager. Further, in PMS, an investor can always reach out to the fund management team and enquire about stocks or portfolio’s performance which is unlikely in Mutual Funds.
Benchmarks are selected keeping the objectives of the PMS strategy and market capitalization of the potential stock. For eg: if a portfolio comprises of multi-cap allocation, the benchmark selected would be Nifty 500 since this index represents multi-cap stock allocation. Similarly, if the portfolio comprises of large and midcap companies, Nifty 200 will be selected as its benchmark since it represents large and multi-cap companies.
Considering the drawdowns that were observed in the past 20 years of the market and our discretionary services, an investor can expect a drawdown of upto 40%. However, having good quality stocks and the right strategy in place has helped us in faster recovery. Also, our discretionary services outperform the market not only in the bullish phase but also in the bearish phase, thereby giving a sharp recovery against the drawdown.
We provide all the investment avenues including Mutual funds, Prime Broking Services, Fixed Income Instruments, Discretionary Portfolio Management Services, Real Estate, and also Investment Banking solutions.
We bank on our efficient and motivating track record of creating wealth for more than 2.5 decades and we believe in a simple ideology of “Making money and not mistakes.”
Indian economy is one of the fastest-growing economies in the world and is expected to touch a 5 trillion dollar mark by 2025 to become the third-largest economy in the world. Therefore, the speculated growth of the Indian equity market is highly Bullish.
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