DEFINE
Articulation
Defining investment objectives while keeping in mind investment horizon, taxation, liquidity, return expectation and risk tolerance.
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.
DESIGN
Ideation
Product ideation, evaluation and selection Helps identify suitable products depending upon the market cycle. Matches strategic with the dynamic environment.
DELIVER
Implementation
Portfolio construction and execution with ongoing monitoring and course corrections.