Rising bond yields are moving money across the world. Here is what it means for your investments in India.
Indian equities have had a difficult September. The fall has been driven mostly by events outside India: bond yields in the US…
Investment Solutions
There is a world of investment opportunities, we make it simpler to navigate by consciously tailoring the portfolio to you.
THE CENTREPIECE
We don't add funds. We assign roles.
We assess economies, valuations and study the forces shaping industries to identify where your capital could find meaningful opportunity in India and beyond.
Choose the market and sector
Concentration where we have genuine conviction and research to back it. Restraint everywhere else. Neither over-diversified into irrelevance nor over-exposed to one idea.
Fewer positions but with conviction
Every portfolio answers one question before it's built. If you needed money in thirty days, where would it come from? The long-term plan stays untouched.
Money you can reach.
We track changes in holdings, strategy and performance. We explain when to retain or rebalance an investment.
Keep every holding accountable.
Every investment must bring a clear purpose to your portfolio.
Each choice is a deliberate thought the sector to construct your portfolio from the market, sector to the product.
Selected on merit. Combined with intent.
What we invest in,
and why?
Mutual Funds
The core of most portfolios. We select across sectoral, thematic and global funds based on research, not popularity, and build combinations designed to complement rather than overlap.
Direct Equity
Concentrated, conviction-led positions in businesses we have studied and believe in.
SIFs (Specialised Investment Funds)
A category offering strategies that sit between mutual funds and PMS. We evaluate them on the same standard as everything else: does this add something to the rest of the portfolio?
Gift City Products
India's international financial centre, NRIs and global investors can access Indian opportunities in foreign currency, and resident Indians can invest in global markets, all within a single regulated framework.
Global Investing
Exposure to global markets gives your capital a reach that matches the world it actually operates in, and access to companies and sectors that simply don't exist on Indian exchanges.
Fixed Deposits
Stability, liquidity and the part of your portfolio that lets you sleep. Not exciting, and that is precisely the point.
True diversification is not owning many things. It is owning things that behave differently.
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The Value We Add
Our objective is straightforward. You genuinely get a framework that works.
The honest way to think about it is this: over a long holding period, the difference between a well-constructed portfolio and a poorly constructed one is rarely a single percentage point.
We can't promise outcomes. Nobody honestly can. The largest risk in most portfolios is the investor's own reaction to a falling market. Our most important work often happens in those weeks managing reactions along with risk.
No Promises.
Just a Better Process.
The next thing you add should earn its place.
And so should everything you already own. Start with a review of the portfolio. We apply the same test to the portfolio you arrived with as to anything we would suggest.
Still Got Questions? We are here to help.
- Do you offer intraday trading or derivatives strategies?
Our approach is for investors who want to build wealth through a thoughtfully constructed, long-term portfolio. We work with clients who value research, disciplined allocation in macro trends and patient ownership. Intraday trading, short-term calls and speculative derivatives trading are outside our offering.
- Should I move money out of fixed deposits to seek better returns?
We first establish what that money is doing for you. Money needed soon may serve a different purpose from long-term capital. Any move into market-linked investments should reflect your ability to accept losses and remain invested not simply a comparison with FD interest rates.
- My investments has disappointed me. Should I hold? and when do I replace it?
We revisit why it was selected. Temporary underperformance, a change in strategy and a weakening business case require different responses. We assess the evidence and the cost of changing before recommending a decision.
- What is a SIF, and how does it work?
A Specialised Investment Fund pools money from investors and is managed by professionals, much like a mutual fund. It offers greater flexibility in how the money is invested—for example, some strategies can take positions designed to benefit from falling prices as well as rising ones.
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- What is GIFT City, and how does investing through it work?
GIFT City is home to India’s international financial centre.Eligible investors can open an account or invest through a participating institution, usually in a foreign currency such as US dollars. Depending on the product and applicable rules, this can provide access to Indian or overseas investments.
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Additional resources for your financial journey
We offer a robust collection of educational materials like webinars, video tutorials and other resources, to help you make informed decisions.
Gift City – Should you Invest?
Investments in (Gujarat GIFT City International Finance Tec-City) operate through its International Financial Services Centre (IFSC), allowing both resident Indians and non-resident…
