Our Investment Principles

Follow Asset Allocation

Asset allocation is the most important factor determining portfolio performance

Being contrarian can be rewarding

We will stick to facts and not be swayed by noise and momentum

Protect Downside

We will actively manage risk and ask ourselves - what can go wrong

Costs matter

All investment decisions will be taken based on a cost benefit study

Our investment process explained

Global Investment Committee, Asset Class experts
Asset Class
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Recommended
Products
Client Alignment
by Fund Manager
Family Council
and financial Advisor View
Customized
portfolio
Execution

Your Approach, our experts

Alok Saigal

President & Head, Nuvama Private

Amit Rajawat

Fund Manager - Infinity Mandate, Nuvama Private

Anshu Kapoor

President & Head, Nuvama Asset Management

Ashish Kehair

Managing Director & Chief Executive Officer, Nuvama Group

Ajay Marwaha

Head, Nuvama Fixed Income Markets

Ajay Vora

Head - Equities, Nuvama Asset Management

Dhawal Dalal

CIO-Fixed Income AMC

Kapil Gupta

Executive Director - Economist, Nuvama Institutional Equities

Keyur Ajmera

Chief Risk Officer, Nuvama Wealth Management

Onkarpreet Jutla

Chief Product Officer, Nuvama Private

Prannav Parikh

Managing Partner & Head - Private Equity, Nuvama Asset Management

Sandeep Raina

Senior Vice President Research Analyst, Nuvama Wealth Management

Saurabh Rungta

Senior Managing Partner & CIO, Nuvama Private

Shiv Diwan

Managing Director & Head, Nuvama Institutional Equities

Shiv Sehgal

President & Head, Nuvama Capital Markets

Vinay Khatter

Senior Executive Vice President & Head Research, Nuvama Wealth Management

Investment process

Driven by science, not emotions

Asset allocation based on evaluation of indicators and trends

Macro Fixed Income
Absolute G Sec Yields, Spreads, US Fed 10 Year vs. INR 10 Year, GDP growth, Inflation
Equity
Price to Earnings PE, Price to Book PB, Yield Gap, Market Cap to GDP, Earnings Momentum
Alternative
Real Estate Inventory, Distressed Credit indicators, Gold

Tactical Overlay driven by high-frequency data and technical indicators

Relative overweight underweight decisionexperts, “When to Sell” decisions

Investment manager, product selection

Safeguarding your portfolio

Macro economic risks

  • Risks that impact the economy

Approach

  • Strategic and tactical allocation
  • Rigorously back tested Model Portfolios. “When to sell” calls

Micro risks

  • Security issuer level risks
  • Credit
  • Governance
  • Portfolio manager related

Approach

  • Extensive Research coverage
  • Early warning signals: monitoring of issuers, securities
  • Manager interaction and market information

Portfolio level risks

  • Allocation
  • Liquidity
  • Credit qualitymarket cap
  • Volatility

Approach

  • Adherence to guidelines in the investment policy statement IPS
  • Advice on hedging

Active monitoring of your portfolio

On demand access to detailed portfolio holding reports and analytics

Investment Policy Statement driven monitoring based on specified limits across parameters

  • Asset Class and product category exposure
    • Security level, issuer level & Manager level exposure
      • Market Cap & Credit Exposure
        • Portfolio liquidity

Find out more about Nuvama Infinity

(Formerly Edelweiss Infinity)

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Portfolio
Not Products

Institution,

Not individuals

Cost efficient
Aligned to your interests