Our Investment Philosophy
Volatility is here to stay
Volatility has become deeply ingrained in the financial landscape. This volatility primarily stems from the shift from traditional businesses to IoT and new-age tech companies. Although these firms fuel global economic growth and achieve high market valuations, they also face significant risks of failure. This situation is further complicated by the ongoing impacts of COVID-19, widespread monetary expansion, rising global debt-to-GDP ratios, and increasing geopolitical tensions.
As such, we must prepare for a future where volatility is not just a temporary challenge but a permanent aspect of our financial landscape. With this in mind, our fund’s active management strategy based on our investment philosophy and strategy is meticulously designed to monitor the volatility of thoroughly researched companies, ensuring strategic, responsive investment decisions.
volatility + Winning = Volvin
Just as a skilled surfer uses the waves to propel forward, Volvin’s philosophy of ‘winning through volatility’ means we turn market ups and downs to our advantage. This approach showcases our ability to navigate and thrive in the ever-changing financial landscape, solidified by our standing as one of the top financial advisory firms in India.
Winning through volatility beautifully sums up the entire Volvin Philosophy as both these aspects are integral parts of our comprehensive strategy.
With volatility, we understand that equities while offering the potential for long-term wealth creation, are subject to inherent volatility in their prices. This volatility isn’t just about inherent risk, but also the perception among many in India that stock markets are purely speculative. At Volvin, we address both aspects. Our core strategy, built upon diversification and a long-term perspective, is the cornerstone of all our investment funds, including the Volvin Growth Fund.
Our winning approach goes beyond just protecting your investment. We utilize a unique covered call strategy that acts like “equity rentals,” similar to collecting monthly rent on a property, but with stocks. This generates consistent monthly returns on the derivatives side. Many investors view derivatives as speculative, but at Volvin, we believe they can be powerful tools. Our strategy demonstrates how derivatives can be used not just for hedging risk, but also for generating regular returns in a conservative manner.