We strive to provide suitable investment plans to meet objectives on a continuous basis along with consistent superior risk adjusted returns through our proprietary process driven dynamic asset allocation portfolio models by sticking to investments with proven track record.
All portfolios are tracked continuously. Based upon the movements of the equity and debt markets, and various other economic indicators, asset allocations are dynamically moved between cash, debt and equities in order to ensure capital protection based upon your risk appetite and investment objectives.
We premise our entire investment logic upon achieving a sound asset allocation. Depending upon your investment objectives, risk appetite, cash flow requirements and investment horizon, the asset allocation may be dynamically or passively managed. Research shows that asset allocation explains 80% of a portfolio's returns, research 16% and timing the markets only 4%.
The next major investment principle we follow is diversification. Diversification helps in reducing the risk in the investment portfolio. Our approach is to spread the investments and attendant risk among many investment schemes / asset classes so that occasional under performance in one or few schemes / classes do not impact the overall returns. Proper diversification also ensures that no undue concentrations are built into the investment portfolio. We have prescribed limits for each exposure whether at the macro industry level or at the micro company level.
Once the investment portfolio is executed, we assiduously track them through the market varying conditions and interest rate movements, making suitable interventions wherever required only for you.
The founder, Mr. S Krishna Mohan, has 24 years of experience in financial services.
Mr. Krishna Mohan set up INVESTPRO in the year 2004 to give full shape to his dream and desire of providing rationale, to suit the needs and objectives of the investing class.
The promoter's strong belief in the approach of custom-built investment solutions based on sound knowledge and innovation is deeply etched and had become the fulcrum of the overall approach.
Life before Investpro
He had scripted, authored and initiated the retail distribution success story and pioneered KARVY's retail investment products distribution operations by expanding its network pan India. He has successfully introduced investment products to the market by various innovative marketing strategies. Championed the process-based approach to distribution and created strong back end systems for handling all the participants, efficiently. KARVY's retail distribution achieved the distinction of largest retail distribution house in South India during his spell.
Krishna Mohan was with Way2Wealth as assistance vice president, where he headed the division "alternate channel" and developed retail distribution of financial products through alternate channels across India. Introduced unique and many motivating partnership programs to its channel partners. He was successful in establishing a strong network pan India which continued to contribute significantly to the overall turnover.
Krishna Mohan was instrumental in setting up the retail division for SPRISM whose core business was only institutional. He created a strong work force, put in efficient systems and introduced proven processes that helped SPRISM to become a pioneer in retail in a short span of time.