ADEPT (Analytical, Dynamic & Efficient Performance Tracker)
 
Opportunities are numerous but how to make a choice???
 

There is a plethora of funds available in the market. They come with different names and category providing investments across diverse sectors. From 1800 mutual funds, 30 fund categories, and 900 new offerings last year targeting emerging and hot sectors, the choice is not getting any simpler. The Indian mutual fund investor is spoilt for choice and may fail to assess risk properly. More often he makes his choice in confused state of mind and then is dissatisfied by the returns.

We have introduced ADEPT (Analytical, Dynamic & Efficient Performance Tracker) which has the ability to identify superior funds among the choices available. It should be noted that all funds don’t perform as they promise. Rather they also can be classified in various categories just like shares. We would like to introduce selected schemes on the basis of both qualitative and quantitative aspects which suit the investor’s profile
 
To view latest ADEPT Mutual Fund Recommendations Click Here.

To view the specimen ADEPT Mutual Fund Recommendations Click Here.

ADEPT is an acronym for Analytical, Dynamic & Efficient Performance Tracker.
 
Analytical

Analysing the schemes in a well defined systematic manner
By using different tested parameters

 
Dynamic

Tracking & Monitoring the “recommended” schemes on a continuous basis
And providing ideal exit points to the clients

 
Efficient

Using primary data (Historical NAVs) and refining it by applying various statistical and financial models
Through ADEPT, we offer a new and refined approach to advise good and proven schemes to our clients.

 
Objective for ADEPT
 
 

Going ahead in our analysis we try to come to the schemes for three set of investors. We categorise the investors as follows:  Conservative, Moderate and Aggressive.

To assess in which category you fall, use Risk Assessment Tracker (RAT).
 
To view latest ADEPT Mutual Fund Recommendations Click Here.


To view the specimen ADEPT Mutual Fund Recommendations Click Here.