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Allegro's Investment Management Group is responsible for managing assets on a discretionary basis across retail, high net worth and corporate clients. Allegro Capital Advisors Pvt Ltd is registered as a Portfolio Manager with the Securities and Exchange Board of India (Registration Number:INP000002437). On this platform Allegro has created distinct investment strategies to suit a wide variety of client goals and risk preferences that are able to constitute core elements of most asset allocation strategies. These strategies encompass most of the liquid asset classes including equities, mutual funds fixed income and precious metals, among others. The Investment Management Group aims to bring Institutional quality investing to all our clients.
Allegros portfolios have a strong grounding in research, both at a macro level, as well as down to specific securities. The investment process is in general a combination of top down and bottom up processes. The former essentially focuses on identifying, and allocating capital to the economic themes and trends that are likely to be profitable over the next six to twelve months while the objective of the latter is security and trade selection that will implement, most effectively, those themes and trends to which capital has been allocated. Overlaid over this philosophy is a robust portfolio and risk management process that controls market and credit risk and ensures that client portfolios are not exposed to risks beyond what is reasonably allowable for the strategy.We focus on real numbers and analysis rather than merely judgement and employ analysts dedicated to quantitative research, portfolio construction and management.
We believe that operational and settlement risks are equally critical to the process of generating returns and have put in place strong operations and technology processes to ensure that such risks are monitored and accounted for. We partner with financially strong and well capitalized institutions in the financial services and technology space for our third party requirements in order to be able to provide quality services to our clients.
We do not believe in clustering business around star managers - instead we put our faith in time tested investment and portfolio management processes that stay true to investment goals. While we believe that our people are biggest asset, our faith is in the processes that a team has put together, not a single individual.
Last, but not least, we believe in a transparent approach to our business and implement this via disclosures, reporting and where necessary, explanation of our views and strategy and their risks and limitations.
Our belief is that we should succeed only when our clients do, so our charging structure of a management fee to cover essential management expenses along with a performance fee that rewards us when our clients perform over a minimum return keeps our goals aligned with those of our clients.
Allegro's Investment Management Team draws on considerable experience in the Asset Management and Financial Markets area. Our Portfolio Managers, Analysts and Operations staff have considerable experience in International and Domestic markets across a variety of asset classes. We believe that an amalgamation of this eclectic experience allows us to translate ideas to successful actions in the process of return generation.
For more information please contact your Allegro Relationship Manager or the following
E Mail: mas@allegroadvisors.com
Tel: +91 80 60607888
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