What we do
We work closely with a carefully chosen, limited set of clients, leveraging data-driven investing insights to develop customized solutions for each client.
A systematic approach to creating and maintaining portfolios enables us to combine patience with opportunity, bringing you dispassionate decisions in a volatile world. Our services are designed for very high-networth individuals, ideally with investible surplus of over INR 5 Crores, who want to implement an efficient, low-expense asset allocation-based strategy.
Quinstinct can engage with you either as a mutual fund distributor (AMFI registration no ARN 132902), where the mutual funds that you invest into, pay us an annual trail fee that is part of the overall expense ratio of the fund, or as an Investment Adviser (SEBI Registration No INA200016096), where you would invest into direct plans of the same mutual funds, where no trail fee would be paid to us. In the latter case, our compensation comes directly from you, the investor. Our data-driven investing process helps us to consistently put your financial interests above all else.
Main Services
- Risk Profiling: Determining Risk Tolerance, Risk Capacity and Risk Require
- Asset Allocation: Mapping risk measures to best fit allocations
- Fund Selection: Determining the best mix of funds to achieve objective
- Reporting and MIS: Monthly review reports, and ad-hoc analyses as per client requirements
- Macro and Micro Research: Providing context for investment decisions through insights on the macro situation, aggregate equity analysis and in-house proprietory models
- Implementation/ Execution of investment plans through mutual funds