Equities
Owning Stocks is risky in the short term, not owning stocks is riskier in the long run. We believe that equities are one of the best asset classes for long-term wealth creation and there are several vehicles available to participate in equity markets.
- Equity Mutual Funds
- Direct Stocks
- Portfolio Management Services
- Exchange Traded Funds (ETFs)
- Equity-linked notes and structured products
- Offshore active and passive funds
- Private Equity Funds
Fixed Income
Fixed income strategy brings stability to the portfolio and offers consistent return for the conservative portion of the portfolio. We also use fixed income as a tactical allocator to tide over equity market volatility.
- Debt Mutual Funds
- Government and Corporate
- Bonds/Debentures
- Preferential shares with fixed payouts.
- Bank and Corporate deposits
- Structured Products
