Investment-Related Services

Tap into our comprehensive suite of investment-related services

Fund Due Diligence

  • Rigorous Process

    We meticulously conduct due diligence and rigorous suitability assessments based on our framework to ensure seamless fund onboarding.


    Funds are evaluated by our investment team prior to recommendation for onboarding.

  • Benchmark Analysis

    We benchmark fund performance against peers within the same asset class or segment listed on our Approved Product List (APL).

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Fund List Management

  • Performance Monitoring

    We ensure the quality of the Approved Product List (APL) through monthly performance monitoring.

  • Risk Classification

    We review and assess fund risk ratings regularly via the Risk Classification Exercise.

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High Conviction List (HCL)

  • Robust Framework

    Our rigorous methodology integrates advanced quantitative analytics and nuanced qualitative assessments to select 'best-in-class' funds.

  • Extensive Fund Categories

    We offer an extensive suite of funds across various asset classes, segments and sectors in the HCL.

  • Periodic Reviews and Monitoring

    We conduct quarterly reviews and make recommendations to the Product Committee, while also performing ongoing monthly monitoring of fund performances.

  • Materials

    A one-stop deck containing investment strategies, features and performance data of all HCL funds are updated monthly using publicly available information for the ease of your reference.

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