When the line between Right and Wrong is Thin!
Anup Pragya from XYZ Financial Advisers mentioned that I can invest in.
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High-Quality Research
The expertise and efforts of our team members corroborate the detailed and high-quality research that we produce rather than banking on the third party reports, thereby assuring the clients of our unbiasedness and consistency in delivering independent research.
Stock Selection Strategy
"Value Investing Value Unlocking" based Stock Selection establish our investment decisions which are entrenched in a strategy that incorporates the purchase of stocks traded at a discount to their inherent value. Besides that, being on an active lookout for companies awaiting particular events to unlock value for their investors forms another crucial element of our approach.
Convenient and user friendly
Ease of navigation of their portfolio through a user-friendly platform is one of our distinguishing features which allows clients to specify the stocks they would not want in their investment portfolio. Individual logins allow clients to monitor TDS certificates while enabling easy communication with their fund managers and access to all other statutory compliance documents.
Active Portfolio Management
A laid back approach doesn't define us. Instead, active participation is what our services symbolize. We actively manage our client's portfolio to ensure profit maximization from the short term cycles of the market as witnessing volatility in the market in the short term is not unprecedented.
Customized services
Our services are customized based on the client's risk profile and their goals while considering their preferences which is unlike the services rendered by many portfolio management companies portfolio management companies. We do not follow a model portfolio approach wherein the same stocks are purchased for every client. Instead, our process comprises of recognition of client's needs by employing a proprietary algorithm to identify their risk profile succeeded by utilization of our in house tools for capital allocation into different available options.
