Comprehensive strategies tailored to maximize returns and protect capital.
Building smart, sustainable portfolios aligned with financial goals.
In-depth insights into market trends and economic shifts for informed decisions.
Sonali Strategies
Investment decisions are grounded in deep fundamental research, supported by our Global Fixed Income Research team. We offer a wide array of products across the duration term structure and risk spectrum of the global bond market.
Sonali’s equity teams have the freedom to think differently, be contrarian, search for alpha, and use bespoke/tailored risk management approaches. Each team conducts proprietary research and develops strategies in their areas of expertise.
Sonali’s multi-asset teams apply a proprietary research-based, risk-balanced framework to portfolio construction that pursues diversified alpha sourced from top-down tactical asset allocation and bottom-up security selection.
Every investment decision begins with understanding your goals. Explore our strategies, speak with a Sonali Basak advisor, and build a resilient financial future.
Connect with SonaliDesigned a 3-year investment roadmap for a fintech startup, increasing ROI by 42%.
Helped high-net-worth individuals achieve long-term stability through diversified asset allocation and tax-efficient investment structures.
Financial Advisor
