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.
Alternate Investment Fund
Diversified holdings in grains, oilseeds, softs, energy, industrial metals and forex markets by investing in Indian commodity derivative markets and spreads.
The primary objective of the Fund shall be to carry out the activities of a category III AIF as permissible under the AIF Regulations. The Scheme is organized as a scheme of the Fund
The fund will invest in a basket of commodity and currency forwards or derivatives aiming to achieve high returns with reduced risk through a diversified portfolio. The portfolio shall be constructed through a unique approach of MTMT and to minimize risk across a spread of commodities.
Portfolio Management Services
Direct equity investment by High Net worth Individuals (HNIs) often disappointed with the performance of their portfolios. This could convert into successful investing through a combination of deep market research, right time investment entry and regular management of the portfolio.
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.
- Minimum Investment size is Rs 25 Lac.
- Portfolio manager will independently manage the funds of clients.
- Active portfolio rebalancing to beat dynamic market performance.
- Strong risk management through proper diversification.
Your Portfolio Risk Measures
- Alpha: Alpha is the excess return of the fund over the benchmark.
- Beta: Beta is a measure of the risk of the portfolio in comparison to the benchmark. A value of Beta<1 means lower risk than the benchmark while a Beta >1 means the risk is higher than the benchmark.
- Annual Tracking Error: Tracking Error is the divergence of the portfolio in comparison to the benchmark. It explains the excess risk in the portfolio as compared to the benchmark. It should be understood along with the Information Ratio. Information
- Ratio: Information Ratio (IR) explains the risk adjusted performance of the fund against the benchmark. IR is the ratio of portfolio excess returns (against the benchmark) divided by the Tracking Error. IR>1 is very good as it means that the excess return generated was greater than the excess risk vis-a-vis the benchmark.
- Maximum Drawdown: Maximum Drawdown is the maximum historical loss realized by the portfolio on a Mark to Market (MTM) basis. It indicates the maximum downside risk over a specified time period. A Maximum Drawdown lower than the benchmark indicates a better risk-adjusted portfolio.
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 Ratio
Being a rich is a temporarily stardom and being a wealthy is a long term financial sustainability. However wealth creation is long time activity guarded by professionals. Who expertly advices right portfolio after proper risk profiling. Kunvarji group provides new generation model portfolio advisory services to clients to achieve their long term financial goals and wealth building.
- 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.
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. The fund manager is responsible to invest fund’s capital to produce capital gains for its investors. A mutual fund’s portfolio is structured to match the investment objectives and follow strict legal compliance as per the regulator’s guidelines.
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 Offers A Variety Of Mutual Fund Investing Options Based On Your Risk Profile And Investment Needs
- Debt Mutual Funds for stability and steady return
- Systematic Investment Plan (SIPs) to fulfil your long term financial needs
- Fixed Maturity Plans (FMPs) as a risk averter and tax-efficient investment vehicle
- Tax saving investment options such as Tax-free bonds and ELSS schemes
Kunvarji’s Mutual Fund Advantage
Kunvarji possesses a comprehensive understanding of Mutual fund industry to help you identify the right Mutual Funds.We recognize your risk profile, grasp investment objectives and design a mutual fund investment program that suits you.
Insurance is a financial instrument for risk mitigation and safety. It allows a large number of citizens to pool their financial resources under a common entity, so that money can be reimbursed to an appropriate person at the time of calamities. We believe that there is nothing more important than covering your life and valuable assets from uncertainties and calamities.
Protecting You from Uncertainty with Superior Choice of Financial Instruments
- Two Wheeler Insurance
- Group Medical / Health Insurance
- Health Insurance
- Four Wheeler Insurance
- Home Insurance
- Life Insurance
- Burglary Insurance
- Fidelity Insurance
- Cyber Insurance
- Fire Insurance
- Marine Insurance
- Group Accident Policy
- Personal Accident
- Travel Insurance