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Research - Model Portfolio

IFAN research team does AMC due diligence on periodic basis. It is followed by scheme selection based on the future sector performance prediction. Monitoring scheme’s objective becomes an important part of the research to ensure that it is in line with the expected allocation. Fund Manager’s consistency is taken into account & weightage is given to a process driven selection rather than a personality driven.

Based on these insights, IFAN shares in-house research reports on a monthly basis to all its Associates. It covers Equity & Debt market views, current market scenarios, recommendations, and other useful information.

These research reports include

  • IFAN Insights - Monthly Newsletter
  • Mutual Fund Product Notes
  • Mutual Fund Scheme Analysis & Selection
  • Real Estate Reports on different cities & projects
  • Fixed Deposit Product Notes
  • Research - type of research & research reports

Asset Allocation based on the risk profile of the investor is taken into account before finalizing the schemes / product in a particular model portfolio.

The Model Portfolio is mapped in a risk-return chart to ensure that it is in line with the investor’s risk appetite. Tracking is also done vis-a-vis appropriate benchmark to provide a comparative analysis to Associates & their investors.



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