Screening of client's existing multi-asset class investments by our experts
Our Process
Right investment process is equally important as right asset class
We recognize & pre-empt each asset class movement well in advance so that our investors can benefit from those cyclical shifts.
We provide a comprehensive audit of our client’s investment:
1
2
Analysing the sectoral allocation of overall investments
3
Screening of each stock under Mutual funds, PMS & any other products on below parameters
- Industry Analysis
- Business Model
- Future Growth Potential
- Valuation
- Financial Trend
- Management Team
- Promoters Background
- Risk Analysis (Internal & External)
4
Analysis of each debt security under Mutual fund scheme on below parameters
- Industry Analysis
- Operating Margins in business
- Credit Rating
- Interest Coverage Ratio
- Book Value
- Debt to Equity
- Loans (Secured & Un-secured)
- Enterprise Value
- Market Capitalization
5
We provide a comprehensive audit of our clients investments
6
We highlight rebalancing opportunities across asset classes & product categories, if any
7
Sharing an execution plan
1
Screening of client's existing multi-asset class investments by our experts
2
Analysing the sectoral allocation of overall investments
3
Screening of each stock under Mutual funds, PMS & overall portfolio on given parameters
- a Industry Analysis
- b Business Model
- c Future Growth Potential
- d Valuation
- e Financial Trend
- f Management Team
- g Promoters Background
- h Risk Analysis (Internal & External)
4
Analysis of each Bond under Mutual funds, PMS and overall portfolio on given parameters
- a Industry Analysis
- b Operating Margins in business
- c Credit Rating
- d Interest Coverage Ratio
- e Book Value
- f Debt to Equity
- g Loans (Secured & Un-secured)
- h Enterprise Value
- i Market Capitalization
5
We provide a comprehensive audit of our clients portfolio
6
We highlight rebalancing across asset classes & product categories, if any
7
Sharing an execution plan
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AMFI - Registered Mutual Fund Distributor ARN – 316479 | Date of Initial Registration : 19.12.2024 | Valid Till 18.12.2027
Research Analyst -INH000015987.