Strategies


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Risk Management

Passive and Active

We provide two main approaches to risk management: passive and active. Passive strategies involve aligning with market trends and assessing risk through metrics like beta. Active strategies, on the other hand, involve a proactive approach to maximize returns while managing alpha risk.

Risk Management and Behavioral Finance

We understand that investors often fear losses more than they seek gains, a phenomenon known as risk aversion. To address this, we use tools like Value at Risk (VaR) to quantify potential losses with a certain level of confidence. This concrete representation of risk simplifies decision-making for both novice and experienced investors.

Our Approach

Step 1

Comprehensive Research:

Our team of seasoned analysts conducts extensive research to gather data from various reliable sources. We analyze market trends, economic indicators, company financials, industry reports, and news to gain a holistic view of the market.

Step 2

Fundamental Analysis:

We employ rigorous fundamental analysis to evaluate companies' financial health, competitive positioning, and growth potential. This analysis involves examining financial statements, studying industry dynamics, and assessing management capabilities.

Step 3

Technical Analysis:

We utilize technical analysis techniques to identify patterns, trends, and key levels in stock price charts. This helps us determine optimal entry and exit points, as well as potential support and resistance levels.

Step 4

Sector Analysis:

We delve into sector-specific analysis to identify emerging trends and opportunities within specific industries. By monitoring sector performance, regulatory changes, and disruptive technologies, we gain insights into potential investment themes and sector-specific risks.

Step 5

Macro-Economic Analysis:

We keep a close eye on macro-economic factors such as interest rates, inflation, geopolitical events, and fiscal policies. Understanding how these factors impact the overall market helps us identify potential risks and opportunities for our clients.

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"Navigate the Waves of Investment with Risk Management as Your Compass."


What is Equity-Oriented?

Equity-oriented investments involve purchasing shares or stocks of companies. These investments are closely associated with the stock market and are known for their potential to generate significant returns over an extended period. When you invest in equities, you essentially become a shareholder in those companies, which means you have a stake in their ownership.

At Nivesh Vidha, we specialize in elucidating the intricacies of equity-oriented investments. We provide valuable insights and guidance on understanding these investments, managing risk, and creating a well-rounded investment portfolio. Whether you're a seasoned investor or just starting, our expertise can help you make informed decisions and navigate the world of equity investments effectively.

Stock Market Image

Dividends

Some stocks pay dividends, providing investors with regular income in addition to potential capital appreciation.

Volatility

Stock prices can experience significant fluctuations, making them subject to short-term volatility.

Liquidity

Stocks are typically highly liquid investments, allowing investors to buy and sell easily on the stock market.

Market Research

Successful equity investing often involves conducting thorough market research and analysis to make informed decisions.


High Returns

Equity investments offer the potential for high returns over the long term. Historically, stocks have outperformed other asset classes.

Diversification

Diversifying your equity portfolio can help spread risk. It involves investing in a variety of stocks and industries to reduce the impact of any single stock's performance.

Long-Term Growth

Equity-oriented investments are often suitable for long-term growth and wealth-building. Over time, the power of compounding can lead to substantial wealth accumulation.

Risk Analysis

Investing in stocks carries a certain level of risk due to market volatility. However, risk can be managed through diversification and a long-term perspective.