Our Strategies

Conservative

Investment Theme

• Government of India bonds
• Debentures, non-convertible Debentures and corporate bonds
• Fixed Deposits
• International Funds (in US $)
• Nifty-linked Structured Products
• Debt Structured Products
• Arbitrage Funds
• Equity Saving Schemes

Preferred investment horizon

1 year to 7 years

Tentative rate of return

8-10%

Ticket size

$15 MILLION
(₹ 100 Crore)

Moderate

Investment Theme

• Accrual mutual fund debt schemes
• Duration mutual fund debt schemes
• Monthly income planning
• Balanced funds
• Dynamic funds
• Gold saving funds

Preferred investment horizon

3 years to 5 years

Tentative rate of return

9-11%

Ticket size

$15 MILLION
(₹ 100 Crore)

Aggressive

Investment Theme

• Large-cap mutual funds
• Multi-cap funds
• Mid-cap funds
• Small-cap funds
• Real estate structured products
• Alternative investment funds
• Portfolio management services

Preferred investment horizon

3 years to 5 years

Tentative rate of return

11-18%

Ticket size

$15 MILLION
(₹ 100 Crore)

Very aggressive

Investment Theme

• Direct equity investments
• Nifty/Stock futures trading
• Nifty/Stock options trading
• Commodity trading
• Currency trading
• New-age start-up investments

Preferred investment horizon

1 year to 7 years

Tentative rate of return

18-Above%

Ticket size

$15 MILLION
(₹ 100 Crore)