Products

Mutual Funds: We offer a careful selection of mutual funds, based on in-depth analyses that best represent the most appropriate route-to-market for specific strategic or tactical objectives. Our analysis includes firm and fund-specific factors, including consistency and risk management. We also ensure rigorous periodic monitoring to revalidate our conviction in the constituents of our selection.

 Direct Equity: Our equity strategies and recommendations are structured to deliver long-term, sustainable growth in client portfolios. We focus on companies with predictable growth profiles, strong competitive positioning, and top-quality management, complemented with solid balance sheets, ROEs, and cash flows. We have a sub-brokership with Angel Broking through which we facilitate investment to equities.

 Fixed Income/Debt Instruments: Fixed income/debt instrument plays a vital role in wealth creation; these instruments provide stability and liquidity in the portfolio. Our recommendation in fixed income instruments include debt mutual funds, secondary debt instruments, secured non-convertible debentures and corporate fixed deposits, sovereign bonds like RBI floating rate bonds, to name a few.

 Portfolio Management Services: We at Unnathi Wealth help our investors to access PMS products provided by best in the industry. We have tie-ups with MOSL, Arthya Wealth to offer products from MOSL, ASK, Marcellus, RARE and many more companies.

 Alternate Investment: We are constantly evaluating opportunities within this asset class across the full range of instruments including private equity and hedge-funds. We are extremely selective about our recommendations, which are based on a rigorous due diligence process that encompasses several technical evaluation criteria, combined with sound macroeconomic context-setting.