We are a SEBI registered Investment Advisor (Registration No: INA000016348)
We provide Investment Advisory and Portfolio management services to our clients across different asset classes viz, Equities, Mutual Funds (Equity and Debt) and Fixed Income Products.
Going forward, we will be providing all advisory services – Taxation, Financial Planning, Differentiated Equity Portfolio Strategies, Multi-asset portfolios, Private Equity and International Equities
Why Invest with Citrus ?
We are led by an experienced Fund Manager with over 3 decades of experience in the Asset Management Industry
We distinguish ourselves by the quality of our processes which ensures that you create wealth by superior stock and mutual fund selection.
We give equal importance to the return potential as well as the risk associated with the stocks in the portfolio.
Investment Philosophy
For detailed note – click here
What do Investors need to have?
An active demat & trading account
Documents Required
PAN Card
Aadhar card
Cheque
Passport size photo
Details Required
Email Id
Mobile No
Occupation
Annual Income
Father’s Name
Mother’s Name
Nominee Details
Place of Birth
Our Strategies
MultiCap Equity Strategy
Concentrated MultiCap Equity Portfolio of 10 Stocks with atleast 50% exposure to large caps.
Top-Down Strategy with focus on identifying winning sectors and best companies in those sectors
Differentiated MultiCap Equity Strategy (for High ticket size investments (>25L))
Concentrated MultiCap Equity Portfolio of 15 Stocks with atleast 50% exposure to large caps
Top-Down Strategy with focus on identifying winning sectors and best companies in those sectors
Midcap Equity Strategy
Concentrated portfolio of 10 stocks in the mid and small cap space
Preferred Market Cap range of 1,000 crs to 30,000 crs
Bottom-Up Strategy to identify companies that would generate wealth over the long-run
Hybrid Equity Strategy
Mix of Mutual Funds and Equities
Have 2 Options –
50:50 Hybrid Strategy with equal allocation to Mutual Funds and 50% to Equities
80:20 Hybrid Strategy with 80% allocation to Mutual Funds and 20% to Equities
Mutual Fund Strategy
Mutual Fund Strategy with 100% allocation to Mutual funds (both Equity and Debt)
Mutual Funds advisory would only be via Direct Mutual Funds
Passive Fund Strategy
100% allocation to Index Funds and ETFs
Rebalancing and re-allocation within Index funds would be managed in an active manner
Mutual Funds allocation to Index funds would only be via Direct plans