We Started our journey in 2004. We are known for our in depth researches to understand the investment behavioural patterns of Retail investors and our unique methods of managing Corporate treasuries and investments.
we conducted a survey through IIM-Lucknow interns on investment behaviour of retail investors and concluded that basically there are two types of investors in our industry. One whose primary motive of investment is to reap maximum returns like Corporate treasuries or High net worth individuals.
Second is retail investors whose primary motive is (actually should be) to achieve certain financial goals. They should be concerned more with attainment of goals than maximizing returns. The problem arises when retail investors try to clown HNI segment and try to maximize returns and thereby taking more risk than he/she can afford.
We are known for our in depth researches to understand the investment behavioral patterns of Retail investors and our unique methods of managing Corporate treasuries and Institutional investments. In 2010, we conducted a survey through IIM-Lucknow interns on investment behavior of retail investors and concluded that basically there are two types of investors in our..Read More
We also understood that there should be two different method of catering these two segments of investment market participants. For example, the complex theories of portfolio management, fundamental and technical analysis and other strategies for delivering maximum returns in case of HNI/Corporate investors will not at all work in case of Retail investors. Which made..Read More
we succeeded in developing our own Wealth management matrix called “Prodigy” which suggests the steps of financial management for retail investors.
We found that in India, Retail investors do not have many options of investment and one product they can not and should not avoid is Mutual Funds.(Though the understanding of MF is poor and the way it has been sold in India is debatable)
In 2015, We developed a subset of Prodigy which deals with MF exclusively and we wrote an algorithm for the benefit of retail investors called “MF Prodigy”. For this we propounded an altogether new theory of comparison and analysis of Mutual Funds called “Reverse Pyramid Theory”. The next task was to transform this theory into..Read More
We launched our mobile app “ MF Prodigy” available on play store and IOS. We believe that soon MF Prodigy will change the way retail investors invest their money.