Fund managers or advisors have a fiduciary responsibility to its customers to protect and generate a superior return at a given risk compared to the no brainer relevant benchmark and peers. But, data suggest that the majority of the fund managers and advisors across times and cross countries have failed to do so, either because of insufficient capabilities or lack of discipline.

We at Kunvarji, have consistently performed, largely because of a disciplined, unbiased, process and data-driven multi-asset, multi-strategy framework. Our professional team of fund managers and advisors protect and generate a superior return on your investments.

Investment Philosophy 

We Follow MMM Philosophy :

  • MICRO
  • MACRO
  • MESO

 

Research Process

Investment Strategy is to safeguard the Portfolio from three types of risks:

  • Business Risk – Focus on High Quality Business
  • Balance Sheet Risk – Exposure Preferably to net cash companies (Cash > Total Debt)
  • Valuation Risk – Favorable reward to Risk

Portfolio Management Services

Kunvarji group offers a discretionary PMS (Portfolio Management Service) which is specially designed for the HNIs/NRI backed by top-class research and managed by professional fund managers.

We provide direct equity investment through a combination of deep market research, right time investment entry
and regular management of the portfolio such that it converts into successful investing.

We offer Kunvarji Multicap Fund (PMS)

For More Information & Details:

Contact Us :(E)- wealth@kunvarji.com (M)-91 98303 20201

Features

  • Minimum Investment size is Rs 50 Lac.
  • Portfolio manager will independently manage the funds of clients.
  • Active portfolio rebalancing to beat dynamic market performance.
  • Strong risk management through proper diversification.

Investment Advisory Portfolios

Uniquest Financial Research and Analytics Private Limited, a Group Company of Kunvarji is an Investment Advisor Registered with SEBI vide SEBI Registered NO.INA000001001.

Being rich is temporary stardom but being wealthy means long term financial sustainability. However, wealth creation is long time activity guarded by professionals who expertly advice right portfolio after profiling properly for the risks attested. Kunvarji group provides new generation model portfolio advisory services to clients to achieve their long term financial goals and wealth building.

We offer below Investment Advisory Portfolios.

  • Vigilant Advisory Portfolio Large Cap Oriented
  • Vibrant Advisory Portfolio MultiCap Oriented
  • Value Hunt Advisory Portfolio Mid & Small Cap Oriented

For More Information & Details , Contact Us :(E)info@uniquest.co.in (M)-91 98303 20201

Features

  • Investment size for all segment of clients.
  • Plethora of Equity model portfolios for different risk type.
  • Active management to achieve good returns and control risk through model allocations.

Mutual Fund

Smart And Hassle-Free Investing For Everyone

Mutual Fund is made up of a pool of funds collected from many investors for investing in securities such as stocks, bonds, money markets and similar assets. At Kunvarji, our fund managers are responsible to advise clients to select mutual fund schemes where the client should invest his funds to achieve client’s investment objectives. We advise you on restructuring your exiting mutual fund’s portfolio to help client attain his investment objectives.While rendering such advise to clients, we ensure to comply with applicable Regulations in letter and spirit.

WHY INVEST IN MUTUAL FUNDS ?

One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities. If you do not have the time, inclination or expertise in investing, Mutual Funds can be your perfect companion to fulfill your investment needs.

Kunvarji facilitates options of  investment in a variety of mutual fund schemes in accordance with your risk appetite and investment objectives.

  • Equity oriented mutual funds with options like sectoral funds, large cap funds, midcap funds, small cap funds, flexi cap funds, balance funds.
  • Debt Mutual Funds for stability and steady returns.
  • Systematic Investment Plan (SIPs) to avail advantage of rupee cost averaging and to build a portfolio to meet your long term financial goals.
  • Fixed Maturity Plans (FMPs), a tax-efficient investment avenue for investors who are averse to risk associated with investment in equities.
  • Tax saver mutual funds with the objective of availing tax deductions and build a long term portfolio of equity oriented mutual funds.
  • Tax free bond issued by Government and quasi Government authorities.

Why invest in mutual funds through Kunvarji?

Kunvarji team possesses a comprehensive understanding of Mutual fund industry. We are equipped to help you to assess your risk profile as well as investment objectives and advise you on building mutual fund portfolio with suitable mix of various mutual fund schemes.

Products Performance - As on 31st August 2021

PMS Disclosure Document

Company in Lines

Since its inception sixty years ago, Kunvarji has come a long way. The firm, founded by the luminary Shri Kunvarjibhai Roopshibhai Thakkar stands tall as one of the topmost financial institutions in the country today.

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