We operate at the highest levels of governance to ensure our clients enjoy a seamless investing experience with us. Our team comprises industry stalwarts who aim to position portfolios to create wealth in rising markets, but also protect capital in difficult market conditions.
Radically Resilient
In a complex world, the agile survive.
The radically resilient thrive.
Benefit from our client centric business model and our years of experience
We operate at the highest levels of governance to ensure our clients enjoy a seamless investing experience with us. Our team comprises industry stalwarts who aim to position portfolios to create wealth in rising markets, but also protect capital in difficult market conditions.
Investing focused on long-term wealth creation that is resilient to market ups & downs.
We invest in companies with superior earnings growth, driven by sustainable competitive advantage. We believe that in the long term, the market is a mirror of earnings growth and hence, consistent earnings growth is the primary drive of intrinsic value and stock price appreciation. We focus on companies that have proven management teams, operating in a good growth market with a strong product portfolio.
Their strong leadership, focus on building a healthy, balanced portfolio of market-competing and market-creating strategic moves, innovation and agility gives companies a durable competitive advantage. That translates in producing resilient earnings growth, which when compounded, can deliver tremendous value to shareholders.
Investing in companies with strong fundamentals that are resilient to economic shocks.
We cannot influence the macroeconomic environment, but we aim to ensure that the stocks we hold are the most resilient we can find. Guided by our 3M approach, our investment team focuses on selecting companies that have demonstrated strong business performance as evidenced by superior Return on Equity (ROE) and steady cash flows over the long term.
We aim to invest in companies that possess sustainable competitive advantages, creating value as a profitable business that can, over time, provide attractive returns with less risk than the overall market.
Riding the waves of volatility in a balanced manner
Operational, technology and environmental stressors are nothing new in the investment world. What we are now seeing, however, is a higher frequency of failure, in tandem with the greater likelihood of a catastrophic incident. In response to these threats, the role of a risk-adjusted investment strategy as a line of defence requires a bedrock of radical resilience.
Our key focus on diversification and a disciplined exit strategy helps us navigate uncharted waters such that we inherently mitigate market risks.Our strategy to respond quickly to change, helps to protect your capital from market shocks and generate wealth over the long-term.
And the proof is in the pudding
AAA India Opportunities PMS plan has delivered 1332% returns compared with BSE 500 Index return of 555% since its inception i.e. 23 Nov 2009 to 31 Oct 2024, winning the Award for Best 10 Year Performance across categories by Risk-Adjusted Return.
When it comes to investment management, understanding the scale of potential threats and their implications is the key to plan ahead to mitigate risk and deliver superior returns.
Discover why our clients trust us.
Learn about our 3M philosophy here.
Learn about our AAA Insights here.
