Why only Equity?

At UFICS Investment Advisory LLP, we advocate investing in equity funds for their potential to generate the highest returns among all asset classes. With the capacity to offer inflation-beating returns, equity investments allow our clients to build a robust corpus for their future financial needs, aligning perfectly with our philosophy of long-term capital generation. While equity carries a higher level of risk, we mitigate it through a well-diversified portfolio, providing effective risk management, capital protection, and appreciation over the long term. Moreover, equities stand out as the most liquid asset class, granting our clients the flexibility to swiftly seize investment opportunities. Through our expertise and strategic approach, we guide our clients to prudent equity investments, ensuring they can confidently pursue their financial objectives while navigating the dynamic market landscape.

Our Stock Selection Process

  • PRODUCT/SERVICE POTENTIAL

    We determine and buy into companies that have products or services with market potential, which could achieve several years of sizable increase in sales.

  • DOWNSIDE ANALYSIS

    We fundamentally analyze the downside of a stock before its upside. This means we determine how low the price of a stock can go before considering the price appreciation on it.

  • FINANCIAL DATA ANALYSIS

    Our analysis of the financial data of a company, such as the balance sheet and projected earnings, instills a strong sense of judgment of the company.

  • MANAGEMENT

    The company's management plays a vital role in our stock selection. A firm could have significant growth prospects for the next few years but not have plans or robust management to provide for it, providing a nice vehicle for a one-time profit.