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At Kilika Capital, every investor portfolio is thoughtfully curated through a rigorous, research-driven process that forms the foundation of our investment approach. Our methodology is rooted in continuous analysis, thorough evaluation of opportunities, and an unwavering commitment to quality.
We monitor key macroeconomic and market indicators to identify trends and opportunities that shape our views. This ensures that our investors have access to the suitable asset allocation solutions aligned with the prevailing economic environment.
Our detailed sectoral evaluations provide insights into growth trends, helping us form a view on the current and future market potential. Integrated with our forward‑looking macroeconomic assessments, this methodology guides asset‑allocation decisions to ensure suitability for each investor profile.
At our equity research desk, we analyze the portfolios of equity focused funds to gain a deeper understanding of the underlying companies and their potential contribution to fund performance. Using methods such as discounted cash flow (DCF) analysis, we evaluate the intrinsic quality and long-term growth potential of these companies. This research helps us identify schemes that align with various strategies equity focussed funds, identify schemes.
For mutual funds, we analyze over numerous variables for equity and debt funds, reviewing performance metrics and risk-adjusted returns to ensure informed decision making. For PMS and AIFs, we work closely with asset managers, evaluating their investment strategies and product suitability based on the investor’s goals and risk appetite. reviewing of over 30 risk-adjusted performance metrics to ensure investment decisions are well-informed and aligned with the investor’s defined risk appetite.
We aim to provide access to diversified investment options, including mutual funds across equity, debt, and gold, alongside PMS and AIFs offering exposure to private equity, structured credit, and alternative investment strategies.
Our Investment Committee meets regularly to evaluate product offerings and refine a carefully curated list of funds and strategies. The IC focuses on ensuring quality of products, and suitable asset allocation aligning them with investor needs and long-term objectives.
We believe that every investor has a unique financial journey. Our process goes beyond building sound portfolios—it’s about creating an ‘investment story for life.’
Through a detailed Investor Suitability Report (ISR), we gain insights into each investor’s goals, risk appetite, and needs—often better than they know themselves. The ISR serves as our guiding blueprint, allowing us to tailor portfolios that reflect individual objectives and aspirations.
Regular reviews every few months ensure our portfolios stay agile, nimble, and adaptive to changing market dynamics.
While our strategic asset allocation provides a robust long-term foundation, we remain opportunistic by taking tactical calls aligned with our market views. These carefully timed moves aim to generate additional alpha and enhance portfolio performance.
At Kilika Capital, we combine deep research, in-depth insights, and disciplined execution to help investors navigate financial markets confidently. Our goal is simple: to deliver consistent, sustainable growth and build long-term financial success for each of our investors.
We take immense pride in our extensive and meticulous research-driven approach. As the saying goes, ‘the devil is in the details,’ and we firmly believe that this attention to detail sets the foundation for creating successful investment portfolios that stand out from the rest.