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Asset Advisory Services - Cornerstones

Asset Advisory Services - Cornerstones

Strategic Asset Allocation

  • Based on comprehensive risk profiling and financial planning exercise
  • Customized strategic asset allocation suggested across asset classes
 

Proactive Tactical Allocation

  • Monthly frequency
  • Tactically change allocation up to +10% of strategic allocation if overweight and -30% if underweight
  • Quasi-quant Lead Indicator model, ratified by in-house view across various asset classes

Comprehensive
Investment Process

Disciplined Rebalancing

  • Based on directional shifts on account of daily marked-to-market movements
  • Revert to mean (prevailing allocation) as soon as allocation breaches + / - 10% of the allocation
 

Flagging and Maintaining Minutes

  • Dynamic process to raise flags
  • Preset limits on gain/loss, fund house allocation, product line etc
  • Record all recommendations and decisions

Green

Green

The pervasive colour in the natural world, Green is considered the colour of peace, ecology and good health – which, at the end of a battle, signified victory in ancient Greece. Today, Green continues to lend a sense of balance and protection, leaving you free to pursue new ideas.

Contact Us

Asset Advisory Services:
North / South

Rajmohan Krishnan
+91 9873372427
East
Smita Kapoor
+91 9830088220

West
Oisharya Das
+91 9833120096

Career Opportunities: