Benchmark Investments

We’ve always believed that the first step to building wealth is building relationships.

We, at Benchmark guide to our clients with whom we nurture and value long-standing relationships. Benchmark Investments approach is taking time to understand what clients want out of life and how to meet their desired financial goals

We help our clients in streamlining their investment process and implement their investment decisions, not just at the initial stage but throughout the time horizon for each of their investments.

We believe that regular appraisal of investment decisions in line with changing legislation is essential. We work with clients to help them on a range of financial requirements, allowing them to plan for life’s milestones.

We understand that all investors are not same. At every stage of life, our investment needs vary depending on income levels and experience. So we follow an active, multi-asset approach to investing. We believe that over the long-term this provides better capital protection and risk-adjusted returns over the more traditional mix of long-only equities and bonds. Our investment philosophy is guided by the following three principles:

1 Asset allocation is at the core of the investment process
2 Buy and hold may not be the optimal strategy for a every client
3It is important to fully understand clients’ needs and expectations

We address your real issues by not just putting your information into a program and spitting out a host of products and investments that don’t really address your objectives but instead we practice “goals based investing.”

With goals based investing, the focus is about constructing your investments in a way that achieves a desired outcome in order to get you to your goals instead of strictly following a set of guidelines dictated by a questionnaire about how you view risk. Getting a return on your investments means nothing if it is not achieving your goals.

We cadre Individual Investors, Corporate, Non-Resident Indians (NRI's), or High Net worth Individuals.

To align your financial goals with your investment outcome, our investment philosophy is centered on three pillars

Think Long Term

Our aim is to build and preserve your wealth over the long term and to tailor and adjust portfolios according to the prevailing investment climate. Portfolios are tailored by the expertise of our investment team based on long-term historic returns and valuations, not by short-term events or the latest headlines. Attempting to time the market rarely pays off.

Keep it simple

Life can be complicated enough, but there’s no reason for investing to be.

We look to make timely decisions in line with each investment objective using regulated, liquid funds from a broad range of asset classes.

Manage Risks

There are many kinds of risks, but what they all have in common is it rarely pays to be on the wrong side of them. We seek to produce strong returns whilst managing investment risk and controlling losses through portfolio diversification as well as managing operational risk (such as illiquidity and regulatory risk) on an ongoing basis.

We're transparent

No matter what the situation, we keep transparency in all transactions because we value trust above all else. We deliver unbiased advice that always keeps our clients’ best interests front of mind.

We're progressive

The financial world never stops moving. We’re ready to embrace any change that brings real benefits to our clients, whether it’s cutting-edge technology or fresh ways of thinking.

We're dynamic

You’ll see the difference in everything we do. From our thinking to our attitude, we strive for continuous improvement while honoring hard work and family values.

Disclaimer

Benchmark Investments is a Registered Mutual Fund Distributor.

Benchmark Investments is NOT an advisory firm & NOR an Investments advisor.

The contents herein mentioned are solely for informational and educational purpose only

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The above calculation and illustration of figures are indicative only and not on actual basis.

We Benchmark Investments are not warrant the accuracy or completeness of the information, text, graphics, links or other items contained in this website.

We may make changes to the contents, or to the information described therein, at any time without any notice.

In case of any variance between what has been stated and what is contained in the relevant Act, Rules, Regulations, Policy Statements, etc, is possible and we do update as per our update made.

We neither endorses in any way nor offers any judgment or warranty and accepts no responsibility or liability for the authenticity, availability of any of the goods or services or for any damage, loss or harm, direct or consequential or any violation of local or international laws that may cause infringement by your visiting on these websites as well as on using websites links which are provided on these website.

Please consult your CA / Tax expert for taxation before investing.

The information provided on this website is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy.

We do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Tax law is subject to continual change, at times on a retroactive basis and may result in incremental taxes, interest or penalties.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

Benchmark Investments only acts as a mediator between its clients and the company inviting/accepting deposits, known as Principal Company.

The contents herein above shall not be considered as an invitation or persuasion to trade or invest. We accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.