Alfama Investment & Advisory
Magna est vis consuetudinis
Investment is vital to financial fitness.
A disciplined, planned, structured, regular and continual approach is needed for financial fitness.
"Favorable surprises are easy to handle. It’s the unfavorable surprises that cause the trouble."
– Charlie Munger
Investment=fn(Financial goal, Time Period, Risk Tolerance)
- Setting up Financial Goal
- Setting up Time Period
- Income and expence balancing
- Measuring Risk Capacity
About Us
Alfama Investment & Advisory incorporated in the year July 2021, is a Sebi Registered Investment Adviser. The Sebi Registration is INA000017754 and carries validity of March 2023 to Perpetual Alfama plans to undertake business of investment advisory and financial planning and will be focused on research-based services.
The promoters and founders of the company, Jayashree Ramachandran and Pushpa Rai, are veterans of financial industry and have a cumulative experience of over 30years, in broking, research and fund management.
‘Akinek nem inge, ne vegye magara’: ‘If it is not your shirt, don’t put in on.’
– Hungarian Saying
Services
- Investment Solutions
- Investment Advisory Across Asset Class of Equities, Fixed Income
Products
- Equities
- Mutual Funds
- ETFs
- Treasury
- Corporate Bonds
- Other Related Products
* Based on risk profile of investors and Qualitative & Quantitative Research.
Promoters/Management
Ms. Jayashree Ramachandran is a commerce and MBA graduate. She did her internship with a leading equities brokerage house and shifted to mutual fund and fixed income research at Mata Securities India Private Limited, a leading brokerage house for fixed income and mutual fund distributor. She worked in various capacities, fixed income dealer, research and mutual fund research. She moved abroad and continued to be in financial market and was employed as a fund accountant with a hedge fund.
Ms. Pushpa Rai is a post-graduate in commerce and a MBA graduate. She almost started her career as an Analyst with a leading financial daily, covering IPOs and stocks, feature writer for industry, and stocks analysis. She shifted to fixed income and macro research. She handled fund management of around US$ 10bn that included surplus and retirement funds. She was leading a business vertical of fixed income broking, and proprietary trading of fixed income securities and interest rate futures. She was Director in a Mutual Fund and handled takeover of the fund.
"Extreme specialization is the way to succeed. Most people are way better off specializing than trying to understand the world."
– Charlie Munger
Alfama Research & Advisory believes research is an continual process and of broad categories
- Fundamental
- Technical
- Behavioral
Risk Profiling is Key to Achievement of Financial Goals and Aids Investment Process.
Risk Profiling is Measuring Capacity of Risk Tolerance that can be fairly and adequately quantified.
*The information and opinions given herein have been compiled from public information and sources believed to be reliable and in good faith, but no representation or warranty is made as to their correctness or completeness. Investment in securities is subject to market risks, and the Portfolio Manager guarantees neither returns nor preservation of capital. Past performance is not indicative of future performance. Investors need to evaluate investments with their own financial goals and in consultation with their independent advisors. Portfolio Manager is not liable for any loss resulting from operations of the portfolios. Please take note that the performance related information has not been verified by SEBI. Please read the disclosure document carefully before investing.
