Lumpsum Investment

To help us analyse your needs, tell us about yourself

I am years old

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 1:

Describe your knowledge of investments:

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 2:

When you invest your money, you are:

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 3:

If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 4:

Have you ever invested in shares or mutual funds? If yes, for how many years?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 5:

To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 6:

How do you react to the idea of investments?

Equity

Investing in Equity and Equity related instruments refers to the investment in publicly traded shares of companies listed on recognized stock exchanges (in India and overseas) and all such schemes that may have such shares as an underlying holding. It may also involve and not limited to investments in Equity Derivatives and or in unlisted shares of companies that may not be publicly traded. Such instruments may be more tax efficient that traditional investment options.

Debt

Investing in Debt markets and instruments involves investment in usually fixed interest securities that may be listed or unlisted. These securities may be in the form of Government Bonds, Corporate Bonds and other State Government Bonds/Municipal Bonds and or Bank Fixed Deposits (Public as well as Private). Tax free bonds are usually issued by central or state government/specialized agencies that do not attract any tax on interest earned. Such instruments may also be more tax efficient that traditional investment options.

Investment strategy


Portfolio Construction