Our Vision
To be best in investment management, data analytics & consulting and help businesses and individual investors reach their desired financial goals
Why us?
Financial decisions should be analytical and not emotional. Our differentiator is the quantitative rigor, tools and analysis that we bring to each financial situtation to help you take the right decision
Combining Asset Allocation Approaches
Our five step process combines both traditional and modern approaches to bring you a superior portfolio construction process
The 5 step Allocation process:
1. Strategic Allocation
2. Tactical Constrained Allocation
3. Tactical Unconstrained Allocation
4. Absolute Return
5. Alternative Investments
How we can help
Our focus on quantitative analysis and rigor is a distinct advantage that we bring to our clients. We use advanced mathematical models to build portfolios for our clients and monitor them towards the specified goals.
Our various distinct models focus on re-aligning portfolios towards strategic and tactical asset allocation approaches. We also use absolute-return models to control the risk (VaR) rather than just focussing on volatility through beta specific models.
Our Relationship Managers ensure that your investments are monitored and easily accessible 24x7 and provide you with dedicated service
With a professional team scanning the investment universe, you can be rest assured that the best investment opportunities come your way