Investment Philosophy

Our Pillars

Unbiased Quality Research

We do our own research and do not rely on third party research or reports. This allows us to be independent and unbiased, providing high quality research.

No Model Portfolio

(Unique Allocation as per Client’s Risk Profile) Unlike many portfolio management services we do not follow a model portfolio approach. In a model portfolio, the same stocks are purchased for every client, irrespective of their goals & risk profile. We recognize that the needs of each client are unique and use a proprietary algorithm to identify the risk profile of every client. Using the risk profile, we use our in house tools for capital allocation into different options available.

VIVU based Stock Selection

VIVU stands for “Value Investing Value Unlocking”. We believe in buying stocks which are trading at a discount to their inherent value. We also actively look for companies which are waiting for a specific events to unfold to unlock value for their investors.

ePMS for smooth experience

We are perhaps India’s first ePMS. Clients are provided with their individual logins where they can view their entire portfolio, specify any stocks which they cannot (or would not like to) invest in, monitor TDS certificates, fund manager communication and all other statutory compliance documents.

Active Portfolio Management

Markets can behave irrationally in the short term. Hence, an active approach to portfolio management allows to benefit from the short term cycles of the market.

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