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Investment Approach

At Sonali Basak Investments, we deliver forward-thinking, evidence-based strategies designed to help institutions, advisors, and individuals achieve sustainable growth. Our disciplined approach blends global market insights with rigorous risk management — ensuring every investment aligns with your long-term objectives.

Our Products

Mutual Funds

Diversified portfolios managed by expert strategists, designed for stability and growth.

ETFs

Flexible, transparent funds that deliver cost-efficient access to markets and themes.

SMAs

Personalized portfolios built around your goals, values, and tax considerations.

Collective Funds

Pooled investment vehicles for institutional-grade diversification and efficiency.

Closed-End Funds

Fixed capitalization portfolios targeting specialized opportunities for growth.

Investment Strategies

Equity Strategies

Focused on long-term value through disciplined research and active management.

Fixed Income Strategies

Balancing yield and safety while navigating global credit and sovereign markets.

Multi-Asset Strategies

Globally diversified portfolios built to weather market cycles and capture opportunity.

Money Market Strategy

Liquidity-focused portfolios offering safety and yield for short-term investments.

Our Strength

Capabilities

Custom SMAs

Institutional precision, individual flexibility — tailor portfolios to your mandate.

Direct Indexing

Replicate market indexes while optimizing for taxes and personal ESG preferences.

Risk Management

Quantitative and qualitative analysis to protect returns through market uncertainty.

Every investment decision begins with understanding your goals. Explore our strategies, speak with a Sonali Basak advisor, and build a resilient financial future.

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