Have Questions? We’ve Got the Answers
Smallcases and Mutual Funds provide pre-packaged investment strategies, but LLama Research goes above and beyond by building customised portfolios that fit your unique goals, time horizons, and risk tolerance. Instead of adopting a one-size-fits-all strategy, we create dynamic, goal-specific investment plans that readily adjust to your evolving needs. In short, your goals are our mandate.
Our committed investment team, headed by Karan Shah, a CFA and FRM with over 14 years of experience at prestigious firms like BlackRock, LGT India, and TrustPlutus, creates your portfolios. Supported by a group of professionals, we combine in-depth knowledge of your goals with rigorous analysis. Additionally, our in-house data-driven system helps to maintain your portfolios in line with your objectives.
Our in-house tool for creating goal-based portfolios is called QAP. It combines careful planning with data-driven insights to create personalised investment plans for any financial objective, including retirement, your child's education, or a new home.
Purchasing a home, your education, your children's education, retirement planning, significant life events (like marriage, a car, and a vacation), financial independence, and business expansion. Our model caters to any goals you can think of.
1️. Tell us your risk comfort
2️. Share your goals and timeline
3️. Our system crafts a personalized plan
4️. You receive a balanced, goal-specific portfolio
5️. We monitor and adjust it to stay aligned with your journey
Each goal has a unique timeframe and priority. You might be more comfortable taking risks for long-term goals like retirement but prefer a conservative approach for short-term goals like a home down payment. Our goal optimization tool balances these nuances to ensure you’re always investing in a way that feels right for you.
At LLama Research, we create long-lasting portfolios by combining data, diligence, and long-term planning. Our strategy is based on growth potential, profitability, fair valuations, and moral leadership. Instead of chasing market noise, we concentrate on long-term strategies that will ensure your money grows steadily.
Rebalancing ensures that your investments continue to align with your goals and risk tolerance. We carry out a monthly technical rebalancing to adjust the asset mix. We also do a quarterly fundamental rebalancing following earnings. Once a year, we review your overall situation and life goals. Additionally, we rebalance whenever market events necessitate a change. Your portfolio's direction and health are preserved by this methodical approach.
Consider us your personal travel advisor; we don't merely provide you with a generic itinerary; instead, we design a unique trip based on your preferences. Your financial well-being is always at the forefront of our dynamic, goal-driven strategies, which change as your life does.
No, there are always risks associated with investing. Although returns are never guaranteed, we concentrate on risk management and data-driven strategies to increase your chances of achieving your objectives.
We offer quarterly or annual subscription plans that are flexible and include platform access, updates and rebalancing, and customer support. Just straightforward pricing without any hidden fees or commissions. The same plan will eventually have access to our platform's research tools.
Yes! You can integrate your Demat account with our platform and execute trades seamlessly.
We support integrations with leading brokerages for a smooth, one-stop investment experience. Get in touch with us for the full list.
As part of a different service called Portfolio Check, we currently provide portfolio review and restructuring. For assistance, contact our customer service desk.
Our QAP models will eventually be sufficiently trained to offer you a portfolio review, though. Our models will eventually be trained to work on your current portfolios, realigning everything with your objectives.
Nope! We charge a fixed subscription fee - no commissions or profit-sharing. Your returns stay yours.
Not at all. You can explore the platform, plan your goals, and start investing when you’re ready.
We always keep your portfolio in line by rebalancing on a monthly, quarterly, annual, and as-needed basis based on market conditions.
Usually, all you'll need is your Aadhaar and PAN card.
Of course! While aiming for long-term growth, our diverse, data-supported strategies put your comfort level with risk first. Our goal is to create wealth in a way that is both empowering and sensible. In addition, you will be a member of a tribe that will receive ongoing guidance through monthly “market whisper” sessions. In addition, our service help desk answers your questions in a matter of minutes.
If you don’t renew, your access to the LLama platform and services (like research tools and trading) will be suspended. You won’t lose your data, but you won’t be able to access it until you reactivate.
Our customised, data-driven approach can help you make dynamic adjustments to your investments as your goals and the state of the market evolve. Aim for long-term growth while lowering unnecessary risk.
Even if you're already profitable, LLama Research can enhance your investment journey by aligning every rupee with your unique roadmap.