Our People

 
We employ a business structure, creating an environment that fosters effective problem-solving and open communication throughout the firm. Our people understand this and are dedicated to our mission.
 

Our Clients

 
Our clients represent all classes of our society; i.e. Corporate Houses, Institutional Investors and Individual Investors i.e. NRIs, HNIs, Rich, Middle and Poor Class. Our goal is to develop investment strategies that help them meet their financial goals, no matter how cautious or aggressive their investment approach may be.
More we know about them, better we can offer them financial solutions. We see our clients with high respect in our efforts to build their financial security. We need to meet their specific needs. We apply following tailor-made 3-step investment strategy for them: 
 

Our Investment Strategy

 
 
Step 1 - Investment Policy
Through initial consultations, we establish investment plan best suited to our client and his/her family. These consultations allow us the opportunity to know about his/her background and needs; i.e. need of fund value and time, age, health, family situation, risk appetite and psychological approach to the world of investments. Once we assess these factors, then we begin to determine a reasonable allocation and distribution of the assets into different categories on need and risk-return basis.
 
Step 2 – Investment Product Selection
After deciding investment plan, we select appropriate investment product to implement the plan. The product selection process results from analyzing research material from dependable standard sources and our evaluation. Our firm has expertise in all types of Financial Products, i.e.  Mutual Fund Schemes, Insurance Plans, Pension Plans, Fixed Deposits etc.
 
Step 3 – Monitoring and Rebalancing Portfolio
Once the portfolio is established, we will continue to monitor market value fluctuations in the portfolio to ensure fulfilling to the objectives. Periodically we rebalance portfolio to ensure that he/she benefits from it. We focus on consistent financial advice that provides greater value to our investors.
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Coffee Can Portfolio: Here#39;s all you need to know Watch the interview of Rakshit Ranjan, Coffee Can Portfolio Manager of Ambit Asset Management with Ekta Batra and Prashant Nair of CNBC-TV18, where he shared what the Coffee Can Portfolio is all about.
Mon, 20 Nov 2017 13:15:58 +0530


Confused about which fund to invest in? Mutual funds just got easy All mutual fund schemes within a fund house will need to be appropriately distinct from each other in terms of strategy, asset allocation, etc.
Fri, 17 Nov 2017 11:45:27 +0530


Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Wed, 08 Nov 2017 12:05:50 +0530


Manish Sonthalia Manish Sonthalia also said that telco ARPUs could have bottomed out and a tariff hike is likely to be around the corner.
Fri, 03 Nov 2017 10:56:31 +0530


Swati Kulkarni Watch the interview of Swati Kulkarni, Executive Vice President and Fund Manager at UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which she shared her readings and outlook on market and specific stocks and sectors.
Tue, 31 Oct 2017 12:04:40 +0530


Can mutual funds help you generate tax efficient monthly fixed income? For regular returns, investors opt for fixed deposit, company deposit or small saving schemes. These suffer from disadvantages when it comes to taxation, falling interest rates liquidity in case of some emergency.
Wed, 25 Oct 2017 12:25:28 +0530


S Krishna Kumar S Krishna Kumar said that the bank recap step changed the framework with which PSU banks will be seen. He expects cement, infra stocks to get better as well.
Wed, 25 Oct 2017 10:41:39 +0530


Leo Puri CNBC-TV18 caught up with Leo Puri, MD, UTI AMC to talk about SIP culture and the outlook for the mutual fund industry going forward.
Mon, 23 Oct 2017 15:53:02 +0530


Lalit Nambiar Watch the interview of Lalit Nambiar, EVP - Fund Manager Head of Research at UTI MF with Prashant Nair, and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Wed, 18 Oct 2017 12:43:51 +0530


Adhil Shetty Your SIP investment must go up as your income rises.
Fri, 13 Oct 2017 12:14:33 +0530

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