Ankur Arora

Manufactures and wholesales textiles, fabrics and garments

UTI-IM considers asset allocation and sector allocation to be as important as stock picking and therefore combines top-down and bottom-up approaches, adapting portfolios to varying market conditions and making sure investment opportunities are not overlooked. They make investments based on their in-house research.

HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection.

INGIM-IN is a conservative, GARP-oriented investment manager. They invest in Indian equity and debt. Their investment process is based on extensive research, which is shared within the parent group. Research is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. The investment process takes into account economic conditions both domestically and internationally and focuses on companies with growth potential. The firm meets with management as part of the research process.

Provides brokerage services

Provides investment research

Functions as a College/University

Bandhan is an active, research-based manager that offers a range of prudently constructed investment products across equities, fixed-income, and liquid alternatives that aim to provide performance consistent with their well-defined objectives. Their investment process and methodology are driven by disciplined, fundamental research. Stock selection for investment advisory services is made through a combination of top-down and bottom-up approaches and by concentrating on underlying shifts in the Indian economy at an early stage.

Develops software products