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INVESTMENT PHILOSOPHY

  • The endeavour is to protect and minimise permanent loss of capital at the portfolio level

  • Over the long term, portfolio returns get impacted by inflation, taxes and bad decisions

INVESTMENT PRINCIPLES

  • Identify, evaluate and take the risks we are comfortable taking in the portfolio

  • Capital is precious, so we will always look for good entry and exit prices for all the investments we make

  • Flexibility in asset allocation

  • Disciplined approach based on risk/reward analysis for each investment we make

  • Favourable outcomes are a function of looking through information overload, market noise and controlling emotions

Disclaimer: “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

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