• Mutual Funds Advisory | Offerings

    Mutual Funds Advisory | Offerings

Mutual Funds Advisory

We assist in constructing an appropriate mutual funds portfolio for you. As part of our mutual fund selection process, we employ a comprehensive and rigorous manager search and selection methodology that is rational, well-defined, disciplined and consistently applied.

Our objective is to identify investment managers that we believe are positioned to consistently generate risk-adjusted outperformance for our clients throughout multiple market cycles.

The mutual fund selection process comprises quantitative and qualitative analysis. We focus on consistency of investment process and investment teams at the relevant mutual fund that will be managing your hard earned savings. In addition, we help select a combination of funds that provide appropriate diversification to manage risk and maximise returns. The list is filtered to remove any funds that are too similar, with diversification a key element of portfolio construction.

We also focus on executing on our advice in the most cost efficient manner.

Apricus Wealth Investment Managers LLP
Type of Registration: Non-Individual
Registration number: INA000017657 (Validity: Perpetual)

Complete address with telephone no:
Apricus Wealth Investment Managers LLP
F3/16 Model Town-2
Delhi 110009
+91-98103 02008

Contact details of the Principal Officer:
Name: Vikrant Gupta
Contact number - +91-98103 02008
Email id - vikrant@apricuswealth.in

Corresponding SEBI regional/local office address:
Securities and Exchange Board of India
The Regional Director
5th Floor, Bank of Baroda Building
16, Sansad Marg, New Delhi - 110001

Get in touch

If you have any questions, would like to know more about us, or if you would like to book an appointment, please enter your details and we’ll be in touch to discuss your needs.

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