Transform Your Financial Future
Expert financial guidance with over 25 years of market experience to help you achieve your wealth goals
Our Approach to Investment
Based in our Gurgaon office, we provide comprehensive mutual fund portfolio management with a focus on thorough research and active management.
In-Depth Research
Comprehensive analysis of mutual fund schemes and portfolio strategies before making any recommendations
AMC Agnostic Approach
Focus on scheme portfolio and strategy merit rather than just the AMC brand name
Active Management
Continuous monitoring and review of portfolios to ensure alignment with market conditions
Portfolio Rebalancing
Strategic portfolio adjustments based on current market outlook and opportunities
Performance Analysis
Regular evaluation of portfolio performance and strategy effectiveness
Team Leadership
Leading research and back office operations to ensure comprehensive service delivery
Our Investment Philosophy
I lead the research and back office team at our Gurgaon office, where we specialize in selling mutual fund portfolios. My research involves studying mutual fund schemes, analyzing the portfolio strategies, and only then recommending these portfolios to investors. I am agnostic to the size of the mutual fund and prioritize the scheme's portfolio and strategy over the AMC name. I believe in active management and continuous review of portfolios. I actively rebalance portfolios, taking into account the current market outlook.
Career Highlights & Experience
Deputy Vice President
Investors Education training
North Retail Head
Led retail operations across North India
North Head
Managed Northern region operations
Get In Touch
Ready to transform your financial future? Reach out through any of these channels for a consultation.
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