Defining investment objectives while keeping in mind investment horizon, taxation, liquidity, return expectation and risk tolerance.
Determining the asset allocation to offer a mix of equity, debt and hybrid investment opportunities. Designing the investment policy statement portfolio construction framework, risk and exposure limits, review frequency and portfolio rebalancing triggers.
Product ideation, evaluation and selection Helps identify suitable products depending upon the market cycle. Matches strategic with the dynamic environment.
Portfolio construction and execution with ongoing monitoring and course corrections.