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DEFINE
Articulation

Defining investment objectives while keeping in mind investment horizon, taxation, liquidity, return expectation and risk tolerance.

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DETERMINE
Asset Allocation

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.

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DESIGN
Ideation

Product ideation, evaluation and selection Helps identify suitable products depending upon the market cycle. Matches strategic with the dynamic environment.

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DELIVER
Implementation

Portfolio construction and execution with ongoing monitoring and course corrections.