Investment Framework
Asset allocation coupled with Understanding Market Cycles is at the core of our Investment Framework
We believe Asset allocation coupled with grabbing specific opportunities offered by market from time to time in the satellite portfolio is enough to give the much needed phillip to the portfolio.
With extensive experience in both domestic and global financial markets, we meticulously analyze economic trends, market movements, and geopolitical events to safeguard and optimize your wealth.
We often lean towards contrarian ideas in terms of funds, sectors or factors that may be out of favour currently but possess long-term potential.
We learn constantly by engaging with fund managers, factsheets, economic trends, market movements and geopolitical events to safeguard and optimize clients portfolios.
Our goal is to help you achieve your financial objectives while freeing up your time to focus on what truly matters. Our strength lies in identifying the right asset classes and themes to invest in at different market cycles.
Typical portfolio construction at Meerama Investments
Portfolio creation is an Art and Science
Goals
Gives much needed clarity and purpose to Investors
Risk Profile
Risk appetite is an important input to Asset Allocation
Investment Horizon
Period required to reach desired goals
Expectations
Right expectations lead to staying put longer with the investments
Rebalancing
Adjusting investment portfolio back to its original asset allocation model
Investing is simple – but not easy.
People think Investing requires some big skillset but it’s about understanding cycles and thinking contrarian. Knowing that very bad past returns is positive while very good past returns is something to worry about.
Investing is a function of temperament, to improve temperament you need asset allocation meaning investing in asset classes that have done badly and getting out from the assets which have done very well.
Finally, Invest regularly, Control your emotions, Invest for the long term!
