Our roots are in
equity research
So analysis and technical expertise is in our DNA. Here is how we ensure our customers have the right instrument for their goals.
"We are confident of answering any question a customer has about the funds added to their portfolio. Our expertise has led to us knowing these instruments in and out."
In-house
research division
A unique strength of AUTUS Wealth's is a dedicated team made up of highly qualified researchers with backgrounds in engineering, finance and data analysis. Its output forms the basis of all we do. Focus areas include:
PROPRIETARY FRAMEWORKS
In-house research and fund research frameworks.
HOLISTIC EVALUATION
Examining quantitative factors blended with qualitative parameters to form holistic portfolios and offer suitable guidance.
FUND INSIGHTS
Understanding schemes via direct interactions with fund managers.
TAILORED STRATEGIES
Tailor-made risk-reward, time-horizon, benchmark etc for every client, across asset-classes.
Conversations
with fund managers
Just like any customer gets to know their relationship manager before signing up with AUTUS Wealth, we get to know the people behind the funds we recommend. This entails:
01
Stock Strategy
Diving into their stock selection and exit strategy.
02
Crisis Performance
Studying their track record, with special focus on how they managed funds during downturns and crises.
03
Team Stability
Evaluating their career journeys and the AMC's bench strength, strong indicators of long-term stability.
04
Philosophy & Outlook
Understanding their broad philosophy and sector outlooks.
05
Deeper Probing
Leveraging our own research expertise to ask sharper, deeper questions that reveal more than what's on paper.
06
Insider Insights
Access to AMC research desks that give us valuable insights on market trends, macro strategies, and sectoral outlooks.
Studying global happenings and macroeconomic trends
Continuous monitoring of global economic indicators, geopolitical events, and their potential impact on investment strategies. We track macro trends across markets to inform our portfolio decisions and risk management.
Independent portfolio audits
We periodically review client portfolios to identify improvement areas, tax inefficiencies, and opportunities for better returns. Our independent audits ensure your investments remain aligned with your goals and market realities.
Continuous learning
We attend a significant proportion of AMC presentations, our own knowledge sessions, and industry forums. This allows us to stay at the forefront of knowledge on new products, offerings, schemes, and market opportunities for our clients.