It has often been found & noticed that the element key to a successful financial plan is to keep “The Plan on Track”
This includes all the things that make our approach unique and consistent with enough contra bets. Since taking contra bets inherently involves risk-taking, we counterbalance this with a) appropriate risk mitigation approaches like stop loss, positional hedging b) ensure complete transparency and data-driven approach with built-in champion challenger techniques to build a learning mechanism to course correct tactics on the need basis.
As part of the service, you will receive a Quarterly snapshot of strategies applied, key successes & highlights from the learnings!
For Mutual Funds: Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the Scheme(s) / Recommendations will be achieved. Past performance does not indicate assurance of any future returns in any of the Scheme(s) / Recommendations. Before making any investments, you can seek additional independent professional advice, verify the contents in order to arrive at an informed investment decision. Please read all scheme related documents carefully before investing.
For Equities: These stocks are our research recommendations and the clients are advised to take their own investment decisions. We do not guarantee any returns on investments. Past performance of any investment does not guarantee the future performance. Please read the research reports and disclaimers