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Why Us

With FundValiz, our prime objective is to help you identify the portfolios/funds that are optimum for your investment objectives and risk appetites. This is a twofold process- firstly, to identify your investment patterns, your life goals and investment approach, and secondly, to deep dive into the funds and handpick the few that may fit into your criteria.

What is our research methodology?

Fundvaliz Asset Allocation Methodology ensures the optimization of returns basis risk of the macroeconomic environment. Our experts study the various macro-economic conditions in depth and their possible effects on the debt and equity markets. We achieve this by studying the spread of yields of equity and debt markets over a considerable amount of time and the change in the risk-returns equation due to that.

For every permutation of your investment horizon and risk appetite, our experts handpick the funds that have the potential of maximizing your returns. After the market analysis of both debt and equity securities, creating rules for asset allocation considering different investor segments and their investment horizons, we further dwell into Fundvaliz’s unique and well-crafted Fund Filtration and Selection Matrix. Basis their percentile rankings, rolling returns, and many such factors, we assign weights and percentile scores to the funds. Basis the rankings, an in-depth analysis of each fund is undertaken, and fund suggestions are generated.

Fund Filtration & Selection Matrix: Equity Funds

Filter 1 Fund categorization as per SEBI guidelines
  • Large Cap Funds
  • Mid Cap Funds
  • Small Cap Funds
  • Large & Mid Cap Funds
  • Multi Cap Funds
  • Sectoral Funds
  • Focused Funds
  • Value And Contra Funds
  • Balanced Funds
Filter 2 Analyse funds based on Percentile Ranking with weights to multiple parameters
  • Lump Sum Returns – 3 Yrs, 5 Yrs & 7 Yrs
  • SIP Performance – 5 Yrs & 7 Yrs
  • Rolling Returns Ranking of
    • Median, Minimum & Maximum Rolling Returns
    • % Times Positive Returns
    • % Times Negative Returns
    • % Times Returns Above 7%, 10% & 12%
  • Standard Deviation
Filter 3 Analyse the filtered first and second quartile fund through various criterion
  • Fund performance track record
  • Frequency of change in fund manager
  • Fund manager and his past track record
  • Filter funds based on their AUM
  • Fund management and sponsor analysis
  • Discipline of fund house in crisis management

Fund Filtration & Selection Matrix: Debt Funds

Filter 1 Debt fund categorisation as per SEBI guidelines
  • Liquid Fund
  • Low Duration Fund
  • Ultra Short Term Fund
  • Short Term Bond Fund
  • Medium Term Fund
  • Medium To Long
  • Dynamic Bond Funds
  • Corporate Bond Funds
  • Gilt Funds
Filter 2 Credit rating and sector analysis of funds within each category
  • Ranking based on AAA/A1+, AA+ & Equivalent, AA & Below, Sovereign, Unrated
  • Funds with higher exposure to AA and below are eliminated
  • Percentage exposure in different sectors like Telecom, Real Estate, IT and more.
  • Funds with concentration of a sector or group or exposure to any fragile sector in a given market situation are eliminated
Filter 3 Analyse funds based on percentile ranking with weights to multiple parameters
  • Lump Sum Returns – 3 Yrs, 5 Yrs & 7 Yrs
  • Rolling Returns Ranking of
    • Median, Minimum & Maximum Rolling Returns
    • % Times Positive Returns
    • % Times Negative Returns
    • % Times Returns Above 7%, 10% & 12%
  • Standard Deviation
Filter 4 Analyse the filtered first and second quartile fund through various criterion
  • Fund performance track record
  • Frequency of change in fund manager
  • Fund manager and his past track record
  • Filter funds based on their AUM
  • Fund management and sponsor analysis
  • Discipline of fund house in crisis management

Using multi-layer Investment Process

Pawan_Mehar

About our founder

Pawan Mehar is the founder of Fundvaliz - a wealth advisory firm. With an experience of over 15 years in the financial services industry, he has a deep understanding of various asset classes and their alignment to investment goals. His differentiator lies in bringing forth a tech-enabled platform with a perfect blend of human sensitivities.

Fundvaliz has managed to scale up business exponentially within a short span of 8 years. Currently, Fundvaliz has clients served across India, Middle East, and Southeast Asia.

Before turning a full-time entrepreneur, he worked with some of the largest Asset Management Companies in India, namely, ICICI Prudential Mutual Fund and Birla Sun Life Mutual Fund. His passion to create a platform with excellent technology, robust in-house research process, and enriched client relationships has led to a remarkable growth, irrespective of the market dynamics.

For his sharp business acumen and a solid understanding of wealth management space, Pawan is often quoted in prominent media publications and has featured in multiple shows on personal finance. A major proponent of Financial Independence, Retire Early (FIRE), Pawan’s guiding principle towards wealth management is ‘protect, perform and progress’.

Corporate Office

Fundvaliz

B/1/402, 4th flr,

Marathon NextGen Innova,

Opp.Peninsula Corporate park,

Off Ganpatrao Kadam Marg,

Lower parel, Mumbai - 400013

+91 22 49766569

mfservice@fundvaliz.com

Disclaimer

Mutual fund investments are subject to market risk. Please read the scheme information and the related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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