Enhanced Team Representation
We launched our new Team Page, offering a dynamic showcase of our people and their contributions.
Strengthened Liquidity Analysis
Introduced monthly liquidity analysis for better risk management.
Expanding Research Team
We successfully onboarded two analysts and a data science intern.
Advanced Performance Monitoring
Implemented daily tracking of Profit & Loss, Attribution Analysis, and Execution Analysis to enhance portfolio performance analysis.
Strategic Banking Partnerships
We partnered with Kotak Mahindra Bank.
Investing in Professional Development
Our analyst team had the privilege of attending a four-day learning program led by Prof. Sanjay Bakshi at FLAME Investment Lab.
Record Growth in Asset Management
We proudly surpassed ₹1,500 crores in Assets Under Management (AUM).
Optimized Client Documentation Process
Eliminated redundant signatures and documentation to streamline client onboarding, reducing processing time and enhancing efficiency.
Strengthened Operational Risk Management
Implemented real-time tracking of stock execution, optimized trading strategies and reduced risk exposure for more resilient investment operations.
Enhanced Data Utilization in Research
Integrated new data methodologies in Research for more precise investment analysis and data-driven decision-making.
Improved Client Engagement & Access
Introduced login access for Kotak Mahindra Bank clients, enabling them to track investments in real-time.
Expanding Market Influence
Strengthened our presence in the multi-family office segment by onboarding partnerships with leading wealth management firms, solidifying our industry position.
Articles
Quarterly Investor Calls
ITUS Long & Short
ITUS Snippets
Articles
Quarterly Investor Calls
ITUS Long & Short
ITUS Snippets