Navigate the investment landscape confidently with our rigorous industry-leading services.
Fund Due Diligence
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.
We benchmark fund performance against peers within the same asset class or segment listed on our Approved Product List (APL).
Fund List Management
We ensure the quality of the Approved Product List (APL) through monthly performance monitoring.
We review and assess fund risk ratings regularly via the Risk Classification Exercise.
High Conviction List (HCL)
Our rigorous methodology integrates advanced quantitative analytics and nuanced qualitative assessments to select 'best-in-class' funds.
We offer an extensive suite of funds across various asset classes, segments and sectors in the HCL.
We conduct quarterly reviews and make recommendations to the Product Committee, while also performing ongoing monthly monitoring of fund performances.
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.