About investkarr
Enabling the Youth to Shape India's Financial Growth
Why choose investkarr?
Expert Guidance
Investment expertise curated for billionaires now available to you.
Alignment of Interest
Our money is invested alongside yours, to remove any conflict of interest.
Curated Portfolios
Meticulously crafted tailored fund portfolios to align with your unique investment objectives.
Risk-Adjusted Returns
Our focus is to generate returns that commensurate with the risk undertaken.
Alignment of Interest
We are not biased
Our investment decisions for our clients are devoid of any commercial bias.
Commitment
We remain resolute in our commitment to uphold our methodology and the selection of funds without any compromise for monetary gain.
Proprietary Products
Given that we do not offer proprietary products, our primary focus lies in identifying and selecting the most suitable funds for you. This commitment ensures that our recommendations are solely based on your best interests.
Portfolio Construction
A personalized portfolio is made based on the combination of Risk taking ability & Goals
Step 1
Propensity, Attitude, and Capacity are the three factors that we take into consideration for the estimation of Risk Profiling.
Step 2
We use multiple models of the representative indices across asset classes to arrive at an optimal asset allocation.
Step 3
The final portfolio undergoes thorough analysis to determine whether it can capture the highest expected return at that specific risk level.
more features
Portfolio Monitoring
Monthly Analysis
A monthly analysis of all our funds is conducted to identify any significant changes in the management, fund style, credit quality of the investment papers etc. Additionally, a comprehensive analysis is conducted quarterly.
In-depth Analysis
First step is to utilize internal tools to analyze whether the portfolio remains aligned to the investment style. For debt holdings we monitor any shifts in the credit ratings of the underlying securities within each fund.
Simulations & Tests
Second step involves conducting simulations and tests on the portfolio to ensure it stays within the agreed upon risk tolerance range and adheres to the predefined mandate.
We Focus on Risk-Adjusted Returns
Apart from this, we undertake significant steps to manage portfolio risk
- We conduct simulations and tests on the portfolio to ensure that the returns are commensurate with the level of risk taken
- Enforcing concentration thresholds (company & sectoral etc) tailored to match your risk profile
- Periodic reviews are conducted to ensure that the portfolio adheres to the agreed-upon mandate
- Conducting timely assessments to ensure optimal diversification of the portfolio, avoiding both over- and under-diversification
- Avoiding investment style concentration to minimize vulnerability to the performance fluctuations of any single style, bolstering portfolio resilience
