Investment Management

Baptista Research provides wealth management advisory services to large corporates with high levels of treasury, hedge funds, high and ultra-high net worth individuals. We assist our investment management clients in maximizing the returns of their idle funds. We help invest our clients’ idle funds across a wide variety of asset classes – equity, debt, mutual funds, exchange traded funds, international funds, gold, and so on.

We work towards maximizing the returns of our clients while keeping in mind their risk appetite and make sure that the overall returns far exceed the bank rate. Our investment style ensures capital protection even in the most volatile market scenarios and our quarterly reporting system ensures complete transparency to our investors.

Some of the key highlighting points which separate us from other wealth managers are as under:

Customization Of Investments Based On Risk Appetite
Completely Client-Oriented And Having No Brokerage Tie-Ups With Asset Management Companies
Diversification Across The Growing Sectors Of The Economy
Tax Optimization
Hourly Consultation Or Complete Portfolio Management Depending On The Nature Of Requirement
Customization Of Investments Based On Risk Appetite

We are among the few wealth managers in the country that maintain separate accounts for every individual investor instead of gathering all the capital into a common pool. The investments made are subject to the risk appetite of each individual and his/her investment goals.

Completely Client-Oriented And Having No Brokerage Tie-Ups With Asset Management Companies

Many investment management firms in India are directly or indirectly affiliated with asset management companies that manage investment funds. These firms earn brokerage/commission from these AMCs for recommending their products which is why their approach is heavily biased towards the AMCs paying the highest rate of commission.

At Baptista Research, we work as true representatives of our clients and have no brokerage tie-ups with any AMC. Our investment recommendations are completely unbiased and our earning structure is directly linked to the returns of our clients.

Diversification Across The Growing Sectors Of The Economy

Our investment process includes a detailed analysis of the portfolio of each and every mutual fund that exists in the market in order to identify the funds that are investing in the growing sectors of the economy. With a change in the economic outlook across the globe, these sectors would also change and our team would be pro-active in identifying these changes and reshuffling your portfolio accordingly. We analyze the outlook at each and every stock in a mutual fund portfolio before investing in that particular fund.

Tax Optimization

We make sure that the churning of the different assets within our client portfolios is minimal so that there is minimal amount of Short Term Capital Gain taxation. Also, our investments and exits are planned in such a way so as to reduce the tax burden of the client and the difference between the gross and the net returns of the client is minimal.

Hourly Consultation Or Complete Portfolio Management Depending On The Nature Of Requirement

We understand that every individual investor has different requirements with respect to wealth management. Some of you are looking for a holistic service that manages your entire portfolio and your entire set of savings whereas some of you already have your own wealth managers and wish to seek a secondary opinion/ carry out a portfolio health check-up. We offer complete flexibility to our clients and charge them based on their requirements. Clients can opt for either our hourly consultation or our complete portfolio management service.

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