Mutual Funds & PMS

Mutual funds form one of the most important investments in today’s investment journey. As an AMFI registered investment advisor, we ensure strict compliance and adherence to ensure that our clients get the best of our services.

Our portfolio selection process is based on individual client requirements. We aim to beat volatility by investing in sectors that are likely to witness a cyclical upturn. This requires constant monitoring and periodic assessment of client portfolios to ensure that they remain relevant.

At Capricorne, Mutual Fund offerings are based on in-depth research. We constantly update our whitelist based on multiple qualitative and quantitative factors. We track funds across categories and bucket them based on their risk profiles.

Our continuous assessment system handpicks the most effective PMS for our clients based on their expectations, striving for minimal expenses, maximum returns and least churn of the portfolio. We partner with leading providers that offer discretionary portfolios and ensure that our clients receive unique portfolios that are specifically tailored to their risk appetites.

For more information, please contact us at contact@capricorne.in