SMOOTH & HASSLE-FREE INVESTING

MANAGED ACCOUNT SERVICES

Allegro provides managed-products distributed exclusively through its private banking team. Solutions are tailor-made and cater to specific needs of individual clients. The ‘discretionary-managed products’ catalogue comprehensively spans across all asset classes. With a state-of-the-art investment platform, it provides a one shot view over the entire portfolio of its clients, with online access and management features.

Allegro’s Asset Management vertical has been managing client assets for more than 7 years. Backed by a process-oriented investment methodology, it follows a philosophy of focused rigorous research with a long-term view and a robust risk monitoring system that systematically monitors portfolio risk.

RESEARCH SERVICES

Allegro houses a focused, centralized team covering primary and secondary research of the Indian capital market. The team supports and provides expertise on discretionary fund-management, as well as the retail wealth advisory vertical

Top-Down Elements

Global and Local economics - Sectoral, Investment, Monetary and Market indicators

Qualitative Analysis

Economic environment, Market levels, Relative valuation models

Quantitative Methods

Portfolio attribution analysis, Mean-variance portfolio construction, Index earnings valuation

RIGOROUS STOCK SELECTION

Coverage of over 150 stocks, Fundamental analysis, Detailed valuation models