We have certain factors in place to qualify the different funds along with the needs of the client. It is not a straightforward process but requires considering fund performance markers – quantitative factors (Historical Return, Drawdown %, Credit Quality, Portfolio P/E, AUM Size) and Qualitative Factors (Fund Manager, AMC Reputation, Fund Outlook, etc.). As any good financial advisor will tell you, merely looking at a fund’s past performance does not guarantee future performance. Thus, you can be assured that every recommendation that we make is thoroughly researched with an aim and target.
We not only make recommendations on the most ideal mutual funds to invest in but also advise you the proportion that you should allocate to each fund. Optimal allocation of your money to best-of-class funds based on a defined objective helps your jars outperform in the long run.