The best test of a fund’s robustness is how they fare when times are the toughest. Think COVID-19 and other such market downturns. We at Clover Capital help you pick only those funds that have great downside protection while preserving the ability to deliver market-beating returns consistently.
The performance of a mutual fund is only as good as the fund manager and his team’s abilities. This is why analyzing the fund manager’s track record, time in the industry, investment mindset and frameworks is a key part of our diligence process at Clover Capital.
The investment philosophy of the fund governs when and how the fund manager picks stocks. There are many different investing styles/philosophies e.g. Value, Momentum, Growth, Quantitative, Contrarian, etc. We help you pick funds with suitable investment philosophies based on your unique risk profile and return expectations.
Every investment carries risks. Taking on certain risks is unavoidable when investing. But what’s important is risk management, does the risk taken up deliver proportional returns? Accounting for every rupee return for every rupee of risk taken is paramount to our risk minimization strategy.
SIP or Rupee Cost Averaging is the best investing strategy for anyone with a stable income looking to build wealth over the long term. SIPs allow you to stagger your investments and average out your cost basis, lowering the odds that your portfolio is in the red for prolonged periods of time.
The Accelerated SIP is our custom investing strategy that builds on the concept of a regular SIP. The Accelerated SIP uses various market indicators and ratios to gauge if the market is over or undervalued and then deploys more capital in moments when the market is undervalued and reduces exposure when the market is overvalued. This reduces risk and adds potentially an extra 1-2% of return.
Bullish on India and think it’s a great time to buy into the markets? We at Clover Capital have got you covered, you can bulk buy into any Mutual fund of your choice at any time with us!
Investing is all about PATIENCE! Great investment opportunities might not always be present especially when the market is overvalued. But that doesn’t mean you should let your money stay idle waiting for the opportune moment. With STPs, you can park your money in fixed income-generating debt mutual funds and make the move whenever the opportunity presents itself at no extra cost.
As your corpus grows closer to your desired goal we at Clover Capital help you restructure your portfolio to reduce risk and increase cash flow by migrating assets to large-cap equities and debt instruments, locking in your gains, reducing volatility, and ensuring you have liquidity for whenever you need it.
The hard part is over, you’ve stayed disciplined, invested regularly, and bought on dips. Your portfolio is in the green and your future is secure, it’s now time to enjoy the fruits of your labor. We at Clover Capital will gladly create an exit strategy for you that allows you to sell your investments and realize maximum value no matter the volatility of the markets.
At Clover Capital, we help workings professionals achive rock solid financial stability through our “Risk Minimized” mutual fund portfolios
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