Investment Research and Advisory Services

We provide equity research and portfolio advisory services in India and across the world to:

  • Investment Managers
  • Wealth Advisors/Managers
  • HNIs-UHNIs and Family Offices

Multi-Act’s Investment Research and Advisory Services are specifically tailored to help you reduce portfolio losses caused by mis-selling, miscommunication, misreporting of financial data and other such impediments using our in-house, time tested, analytical approach namely ‘Global Rational Analysis Framework’ (GRAF).

We provide a robust capital market support system to help you manage your equity investments across different markets in the world with a comprehensive array of Investment Research and Advisory Services.

OUR SERVICE OFFERINGS

Multi-Act offers ready access to its buy-side coverage on a repository of global and domestic companies and/or initiates coverage on other companies in order to increase the width and scope of your research universe for exploring potential investment opportunities.

Designed mainly for Mutual Fund & Independent Portfolio Managers, AIFs, Hedge Funds, FIIs and Wealth Advisors, it allows you to:

  • Reduce your workload and helps you dedicate your valuable time to investment decisions and actions.
  • Follow superior investment opportunities efficiently and effectively.

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The Reports and outputs generated using our strong analytical capabilities allow Wealth Managers, Individual Investors and Advisors to grow their businesses and serve their clientele better in achieving their investment objectives.

  1. Our Mutual Fund Portfolio Analytics (MFPA) service helps you select and maintain the right mix of Mutual Funds giving you an edge over competition.
  2. Our Client – Portfolio Diagnostic Reports (C-PDR) provide you with a landscape view of your stock holdings and can be used to ensure prudent growth and capital preservation.
  3. Our Macro Report covers key long term economic indicators governing the health of the economy and includes certain proprietary indices in order to understand equity market conditions along with valuation metrics and sentiment indicators.

These services can be used by both Wealth Advisors and Individual Investors.

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Our Core Investment Program for Families (CIPF) is a bespoke service meant to offer investment specific advice to families, which empowers families to achieve their goal of preserving their capital through prudent risk management methods and thus grow over the long term. This service can be used in conjunction with your in-house research or as an independent means to cross check your investment calls. Our advisory offering has enough flexibility to suit different client mandates.

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OUR INVESTMENT APPROACH : GLOBAL RATIONAL ANALYSIS FRAMEWORK (GRAF)
Focusing on a risk- controlled approach to investing at Multi-Act, we follow a systematic approach to investing that we call the Global Rational Analysis Framework (GRAF). Our GRAF approach to investing is adapted from the technique of ‘Rational Analysis’ developed by the John Bollinger (source: CFA Magazine Article, 2005).

The framework is designed to:

  • Enable the objective analysis of companies
  • Enable structured investment decision making
  • Limit inherent behavioral biases involved
WHY CHOOSE US?

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Get in touch with us for customised Advisory Solutions and meet your investment goals

CLIENT  TESTIMONIALS

Given my background, I do have a fair understanding of stocks. I was absolutely thrilled to see the Multi-Act’s Portfolio Diagnostic Report (PDR) of my equity portfolio. It added a new facet to my understanding.

Dr. Shashank Desai(B.Com, L.L.B. F.C.A. Ph.D.) – Desai Saksena & Associates

After having spent considerable years in the equities research industry, my association with Multi-Act (MA) has been the most satisfying one.

R BalakrishnanIndependent Consultant, 30 yrs. in financial markets. Founding Team Member (Crisil), Head of Research (DSP-ML), CEO & CIO (First India Mutual Fund –acquired by Sahara subsequently)

I’ve used my interactions with Prashant and Multi-Act to significantly augment my financial intelligence. Multi-Act is a rarity in the financial world. A combination of integrity and competence!

Taizoon KhorakiwalaEntrepreneur, Social Capitalist

Our association with Multi-Act goes a long way back from mid 2000s onwards. As a user of Multi-Act’s equity research services focusing on quality of earnings with forensic approach, we have benefitted from their support and high quality work.

Rajesh RanganathanDirector, Doric Capital Corporation

Multi-Act has surprised me with the depth and breadth of its data and fact checking for the companies I have requested. Very hands on, very co-operative and very thorough. An all-round good product!

Anuj DidwaniaFund Manager, Red Art Capital

We have been in the mutual funds advisory business for decades now and have subscribed to the equity mutual funds portfolio diagnostics of Multi-Act.
It is very fascinating! First time in India, and maybe even globally. Not seen anything similar from any of the other providers, and that maybe due to 18 long years of unique equity research capabilities that Multi-Act has developed and the large team of 25 plus analysts it has.

Mukesh DedhiaC.A, CFPCM, FRM (From GARP, USA), 2 Levels of CFA (USA). Faculty at Management Schools

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