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Investment Approach

We strongly believe that Money creates Money and all our endeavours are targeted to ensure that our client's money works hard to earn extra money for them. We also understand that every individual is separate and has distinctive investment objectives and risk appetite and hence our investment advise is not standardised.

Each of our client is individually risk assessed to understand their risk appetite. We also assess the investment requirements and the time horizon for which the client wants to invest his capital. Based upon our assessment, we arrive at an appropriate investment portfolio and advise it to our client.

While arriving at the portfolio mix, we aim to strike an optimum balance between the safety of the initial capital and the rate of return.

Our criteria for selecting any appropriate Mutual funds is based Fund Manager's history, asset mix, sector in which the fund is focussed, composition of stocks in the fund, performance of fund in the past, fees & charges etc.
 

At Banyan, we strongly believe that it is impossible to time the stock markets and we advise our clients to invest their money systematically over a period of time. This takes advantage of the ageold formula of averaging the cost of acquisition.

For us, every client is special and equally important - irrespective of their portfolio size and to endorse it in practise, we have no minimum portfolio / investment limit to accept any client.
 
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