Investment Philosophy and Approach
We at Arthika Swatanthra follow a disciplined approach in managing investors’ money. Our foremost priority is the safety of your capital. We ensure that invested funds remain secure by implementing a prudent asset allocation strategy. At the same time, we strive to deliver better returns compared to traditional savings options such as bank deposits and postal savings schemes.
Once capital safety and competitive returns are assured, our next focus is on minimising taxes on the interest earned. We employ tax optimisation and tax deferment strategies to reduce capital gains tax liability arising from your investments. Additionally, we are committed to making sure that the right amount of money is available at the right time to fulfil your financial goals. This is achieved through ongoing monitoring and rebalancing of portfolios, keeping in mind your investment objectives, risk tolerance, and prevailing market conditions.
Through this systematic approach, we ensure: