Investment Approach Investment Approach

“Successful Investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.” Benjamin Graham

• FINCOS approach fosters discipline and avoids behavioral biases. We believe to create wealth of the investors through diversified portfolio.
• Right Asset Allocation:- Our investment approach of allocation of clients funds to such asset class which has potential to enhance returns and reduce volatility. Considering the cyclical nature of the stock market, we shift allocations from time to time other than equity such as bonds, liquid funds, ETF based on market conditions and expected returns.
• Create a Foundation Portfolio:- We believe Client portfolio should design in such way which has a bone of a strong foundation with robust growth, stable and diversified.
• Add the right mix of opportunistic ideas:- Opportunistic ideas are narrower in focus and shorter term. They are used to add income, diversify or to take advantage of short term moves in market.
• Growth and Value:- Growth seek companies that offer strong growth while value seek stock that appear to be undervalued in market places.