The Research team at YES SECURITIES has rich and varied industry experience in serving diverse client segments across platforms. The team consists of award-winning analysts and is well-equipped to provide insightful views on all major asset classes, namely equities, fixed income, commodities like gold, oil and currency pairs of USD-INR.
The team’s coverage universe includes more than 100 listed companies and management access to many more. Besides fundamental capabilities, team has expertise in technical and derivative analysis. The members have been accustomed to dealing with different client segments across platforms – institutional clients, UHNIs under wealth management umbrella, high value traders (HVTs) and interactions with retail audience through investor camps, digital mediums and via media networks.
Winning the client’s trust is key. We develop value propositions for clients through a top-down approach, beginning with risk profiling, followed by asset allocation and ultimately translating into customized portfolio strategies for superior risk-adjusted returns. Liquidity requirement, investment tax planning and succession needs of a client are also addressed by our research.
Our vibrant advisory, backed by high-quality research inputs and transparent pricing, will always be committed to serving the larger cause of wealth creation for the client.
Consistent success is result of well-defined process and adherence to research principles. Our research methodology includes: