About Us
Ingrained In Our DNA: Process, Research & Discipline
Our Investment Process
UNDERSTANDING YOUR NEEDS
We start by understanding your risk profile and return objectives, as well as any other life events that you may be planning for that involves cashflow considerations, liquidity events, or succession planning.
ASSET ALLOCATION
We holistically analyze risk across your portfolios, setting a strategic asset allocation aligned with your long-term goals. Tactical tilts may be included to capitalize on market opportunities
STRATEGY & MANAGER SELECTION
From a wide pool of asset managers, we then select suitable strategies through a rigorous due diligence process that could fit into each asset class bucket.
EXECUTION
We then seek for best pricing across multiple counterparties to implement the investment portfolio.
MONITOR & ADJUST
With continuous monitoring, the team remains agile to respond to market conditions and adjust the portfolio accordingly in a dynamic fashion.
UNDERSTANDING YOUR NEEDS
We start by understanding your risk profile and return objectives, as well as any other life events that you may be planning for that involves cashflow considerations, liquidity events, or succession planning.
ASSET ALLOCATION
We holistically analyze risk across your portfolios, setting a strategic asset allocation aligned with your long-term goals. Tactical tilts may be included to capitalize on market opportunities
EXECUTION
We then seek for best pricing across multiple counterparties to implement the investment portfolio.
STRATEGY & MANAGER SELECTION
From a wide pool of asset
managers, we then select suitable strategies through a rigorous due diligence process that could fit into each asset class bucket.
MONITOR & ADJUST
With continuous monitoring, the team remains agile to respond to market conditions and adjust the portfolio accordingly in a dynamic fashion.
Our Research
- Asset Research: Historical data indicates that asset selection accounts for 80–90% of the returns in a diversified portfolio. Consequently, we prioritize asset research, applying both macroeconomic and microeconomic criteria to ensure optimal asset allocation.
- Researching Investment Vehicles: Once the appropriate asset allocation is determined, we select investment vehicles based on several critical factors, including transparency, ease of investment and redemption, liquidity, and tax considerations.
- Scheme Selection: We employ a comprehensive approach to scheme selection, incorporating both qualitative and quantitative criteria. Key factors include the fund manager’s background, performance consistency, risk-adjusted returns, assets under management, and the fund’s adherence to its mandate. These elements are meticulously analyzed and monitored before finalizing a decision.
- Fund Manager Evaluation: The fund manager’s profile is a pivotal element in the selection process for equity schemes. We conduct an in-depth review of their credentials, historical performance, and track record before recommending any investment options.
An appropriate asset allocation decision is made using the information above along with knowledge of the economic situation, research, and investment options. It guarantees a risk-appropriate, diversified portfolio created to meet each family’s goal. Then, by placing the asset vehicle in the most suitable legal entities, concentrate on producing the most tax-efficient result for a family’s net worth. We aid in developing the most effective strategy by determining each entity’s ideal post-tax contribution within your total portfolio. We then present our proposal for your assessment and approval.
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Plot No. 104, Usha's The Felicity, Fourth Floor, Road No. 2, Kakatiya Hills, Jubilee Hills, Hyderabad, Telangana 500033
Copyright © 2025 VIKA WEALTH – All Rights Reserved.
Quick Links
Services
Contact Info
Plot No. 104, Usha's The Felicity, Fourth Floor, Road No. 2, Kakatiya Hills, Jubilee Hills, Hyderabad, Telangana 500033
Copyright © 2025 VIKA WEALTH – All Rights Reserved.