We are committed to upholding our investment philosophy. We see to it that our stock selection is properly
justified by Technical and Fundamental metrics. We tend to be skeptical of hottest stocks that are doing the
rounds in news portals and pick only those stocks that are appropriate to your Risk Return profile.
KCL Astute has designed a well thought out portfolio alternatives that caters to the needs of individual
clients. For instance: it might not be appropriate to recommend an aggressive equity strategy to a client
who is retired and in need of stable periodic income. The Strategic Asset Allocation (SAA) mix is also
amended in response to client's risk profile. For example: a greater proportion of fund can be allocated to
equity as opposed to fixed income when determining the SAA for an investor who is risk taker, adventurous,
early in his career stage and has entrepreneurial attitude.
We believe that our research capabilities are second to none. We have a dedicated research department that
conducts a frequent analysis and sends out buy and sale recommendation accordingly. Our research department
is seamlessly integrated with other departments in order to facilitate smooth flow of information across
departments. Comprising of budding experts who have obtained various recognized degrees such as CFA, CA,
ACCA and MBA, our research team has the necessary capabilities to handle complex research related tasks.
Furthermore, our research team is well versed in conducting Fundamental Analysis which is further
complimented by Technical Analysis.
KCL Astute has a slew of investment guidelines specifically designed to put a lid on the overall risk
exposure. We have formulated a comprehensive internal control system that explicitly specifies the limits
assigned to concerned authorities in the management of company's and client's fund. Similarly, we have
designated the sector limit and the aggregate SAA limit for our organization to prevent the risk and
exposure from going beyond our control. Additionally, to avoid the conflict of interest we have barred
officers and employees from undertaking personal investment transactions with the same brokerage house with
which the business is conducted on behalf of our PMS Clients. Our company is committed to abiding by the
statutes laid down in the portfolio directives 2067 and the fact that KCL Astute has put together a team of
qualified experts is a testament to the same.
We at KCL Astute not only have competent management team but also possess equally competent board members to
hold the management accountable for their actions. KCL Astute is promoted by prominent business tycoons and
renowned academicians & professionals.
Transparency and Fair dealing are the two major ethos followed by the Company. Hence,
Client interest is put first before ours and employees'. Every transaction is analyzed and recommended only
after proper due diligence. We provide you with itemized account statements and performance reports. Other
additional reports including the transaction summary, capital gains / loss statements and portfolio holding
statements are also sent on a timely basis.
Depending on the situation, we either opt for "top down approach" to security selection
or "bottom up approach" to security selection.
This approach begins at the level of the overall economy and forecasts can then be made
at more narrowly defined levels, such as sector, industry, and market for a specific product, to arrive at a
revenue projection for the individual company.
This approach begins at the level of individual company or individual product lines,
locations, or business segments. Subsequently, their projections are aggregated to arrive at a forecast of
total revenue for the company. Sometimes, the aggregated revenue projections for individual companies are
used to develop forecasts for a product market, industry, or the overall economy.