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

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.

Asset Advisory Services:
North / South
Rajmohan Krishnan
+91 9873372427
East
Smita Kapoor
+91 9830088220

West
Oisharya Das
+91 9833120096

Career Opportunities: