Investment Analysis - Financialyatra

Investment analysis encompasses a wide range of methodologies for assessing investments, industry sectors, and economic trends. This process includes charting historical returns to forecast future performance, selecting investment types that align with an investor’s specific needs, and evaluating individual securities—such as stocks and bonds—to ascertain their associated risks, yield potential, and price movements.

Our investment analysis framework helps assess an investment’s performance and suitability for clients. Key factors considered include entry valuation, expected holding time, and the investment’s role within the overall portfolio.

In investing, a one-size-fits-all approach isn’t effective due to varying investor goals, time horizons, and income levels. To meet these needs, we created an investment analysis framework that combines individual and portfolio factors with detailed product-level analysis.

At an individual level we evaluate an overall investment strategy in terms of risk profile, asset allocation, the person’s needs, financial goals, thought process that went into making it, how the portfolio performed, and whether it’s time for portfolio re-balancing or course correction.