Our Focus
Investment Strategies
Our proprietary iCatalyst S.A.A.G.S Strategy & iCatalyst Cash Flow Surplus (C.F.S) approach, which was developed after dedicated research & analysis helps create suitable strategies and achieve the goal rapidly
Risk Management
Reducing risk is our paramount importance. Risk reduces with proper diversification and quality portfolios. Due diligence is done to pick in the right combination of instruments which comprise of quality portfolios
Portfolio Correlation to Life Goals
Life Goals define investment horizon. Helps factoring cash flow requirements & hence provide adequate liquidity. It also provides emotional stability in decision making which boosts performance
Asset Allocation & Monitoring
Every volatility in the markets bring in lots of opportunities. With proper asset allocation we benefit. The allocation also differs considering the age, risk profile, investment horizon, etc. This is a big performance creator
Facts in Numbers
Our fundamentals, which focus on – Financial Education, Involvement of Family, Review Structures, Healthy Habits & Inspiring Goals – is what makes our advice so Powerful.
Through this, we not only help our customers create wealth, but also ensure it sustains for the long term.
Here are some numbers to give you a glimpse of our work.
560 +
Goals Tracked
72 +
Satisfied Clients
13 +
Years of Industry Experience
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Process we practice
Our process begins with understanding your financial needs, goals & risk appetite. Once this is mutually established, we design a customized portfolio strategy.
Based on our proven SAAGS strategy, your investment is allocated either into equity or debt.
Re-balancing is done on a quarterly basis through our wealth management platform. Every transaction is recorded to provide transparency. Similarly every redemption requirement is planned ahead and allocated to liquid funds.
