Safeguard your Wealth and Grow it through Market Cycles
Safeguard and build wealth while navigating market volatility with Fundyantra. We believe in minimizing unnecessary risk taking while targeting superior returns.
Six Reasons to
Choose FundYantra
Beginning
Do you invest solely based on past performance?
- While historical data can be informative, it's essential to recognize that past performance doesn't guarantee future success.
- At FundYantra, we believe in an approach to investment that considers factors beyond just historical returns. In particular, the style of the fund manager.
- It is our belief that given a fund mandate and a fund management style, portfolio returns are largely a function of market conditions.
- The primary job of a fund manager is to manage risk and ensure that the portfolio risk is not excessive for the returns that the portfolio is likely to generate.
Asset returns often revert to the mean. This means that a style or strategy that has performed exceptionally well in the past may not continue to outperform in the future. Discover how you can navigate this dynamic landscape.
Matter
Returns Advertised vs. Experienced
- Have you ever noticed a difference between the returns advertised by mutual funds and what you actually experience?
- Recent performance can dominate long-term outcomes, so it's crucial to look beyond point-to-point returns. For example, a fund that has performed well in the past 12 months but poorly in the 24 months prior, will show good 3 year performance because the good 1 year performance also increases the 3 year returns.
- Investors on the other hand, who invested 36 months back will have lost patience after 18-24 months and may have exited just prior to the performance improving. Instead of a point to point performance, at FundYantra, we focus on consistent performance through rolling returns analysis.
Point-to-point returns can be deceptive. Let us guide you through the maze of mutual fund performance metrics.
Allocation
Your Age, Your Allocation
- Traditional wisdom dictates that the investor’s age determines portfolio allocation. But what if there's more to it than that?
- At FundYantra, we believe that we should consider factors like earnings yield, debt yields, and entry valuation to tailor your investment strategy based on your unique financial goals and circumstances.
Asset class performance is influenced by various factors - the investor’s age isnt one of them. Discover the nuances of asset allocation with our expert advisors.
Diversify Smartly
- Diversification is a cornerstone of risk management, but not all diversification strategies are created equal.
- Buying correlated funds may not offer true diversification if there's significant portfolio overlap. Let us help you build a truly diversified portfolio.
Many funds have significant portfolio overlap, leading to reduced diversification benefits. Explore smarter diversification strategies with our team.
Beyond the Numbers
- Every fund claims to have a rigorous investment process, but how do you distinguish the real value? At FundYantra, we believe that sustained superior performance requires a well-thought-out process backed by research, expertise, and discipline.
Understanding your fund's investment process is key to achieving consistent returns. Let us demystify the investment process for you.
Learn from History
- Experience is invaluable, especially in the ever-evolving world of finance. The past 15 years has seen one scenario - one of constantly falling interest rates and a Central Bank “Put”. That’s one year experience repeated 15 times, not 15 years experience.
Experience isn't just about the years; it's about living through different market environments. Trust our seasoned experts to guide you through market ups and downs.
Six Reasons to
Choose FundYantra
Your Partner in
Wealth Creation
At FundYantra, we’re more than just mutual fund distributors. We’re your partners in navigating the complexities of investing, providing personalised assistance and expertise every step of the way.
Don’t settle for a sub-optimal portfolio; unlock your full investment potential with FundYantra.
Talk to our Experts
+91 92814 04011
