About Us

We are an AMFI registered financial advisor offering wealth management services primarily in Mutual Funds. The four pillars of our firm are values, client focus, integrity and risk consciousness. 

Our Philosophy

• Significant returns are generated over the long-term
• Investments into long term value creators cannot be timed
• Funds that can generate sigificant value have multiple drivers
• Investment discipline is key for maximum realization
• Concentrated portfolio generates higher returns

Mutual Funds

The Definition

A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund.

You can make money from a mutual fund in three ways:

1) Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all of the income it receives over the year to fund owners in the form of a distribution.

2) If the fund sells securities that have increased in price, the fund has a capital gain. Most funds also pass on these gains to investors in a distribution.a

3) If fund holdings increase in price but are not sold by the fund manager, the fund's shares increase in price. You can then sell your mutual fund shares for a profit.

Funds will also usually give you a choice either to receive a check for distributions or to reinvest the earnings and get more shares.