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Empowering IFI / Wealth Managers / Advisors
By providing time-tested metrics, Scores for better inference and analytics to develop or elevate their rule based based framework and devise capital allocation strategy for their diverse investor profiles.
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It’s our pleasure to have a chance to cooperate.
about company
WHY US?
We are India’s only comprehensive analytics platform that monitors valuation and business cycle and help to ascertain where are we standing in the cycle. On the basis of this assessment, it helps in broader category selection and sub-allocation across Categories.
One can take sound and informed investment decisions in the following areas of the advisory landscape:
1. Equity : Debt Ratio
2. Equity : Debt : Gold Ratio
3. Diversified Equity : MAF/BAF : ESF Ratio
4. Large Cap : Mid Cap : Small Cap ratio
5. Short term Debt : Long term Debt Ratio
6. Global Valuation and alerts
7. Sectoral Valuation and alerts
-: Note :-
about company
PROBLEM STATEMENT
Data availability issue:
- Lack of centralized platform for historical and current data on valuation and business cycles.
- Valuation metrics, which are freely available, are scattered across websites.
- Some metrics need to be calculated, converted, and published into a finished form.
In addition, some metrics are not easily sourced and need to be purchased
Data Analytics issue
- A lack of proper tools can lead to a half-baked interpretation and assessment of the cycle.
- Analysing valuation in absolute form can be misleading. Analysis of valuation can never be static; it changes with time. Same valuation number might not mean the same thing in different years. A P/E of 21 in 2004 is different from a P/E of 21 in 2023. Inference of market cap to GDP of 100 can be different for two different time periods.
- Analysing Valuation metric not in conjunction with another important metric. Taking decisions based on a single metric will not give a complete picture of where we are in the valuation cycle.
- Looking at the valuation cycle in isolation, without considering where we are in the business cycle, might not be an appropriate way.
about company
HOW WE SOLVED?
Addressing Data Availability concerns
- We have created a one-stop platform for all important valuation and business cycle metrics, with historical data points ranging from 23 to 28 years, structured and organized. Future updates will be made on a timely basis.
- AS AN INPUT, Algo is built on established investing principles and taken Time-tested valuation variables. Users will have a single centralized view of all collated metrics: 20 +
Some Indicative list : BEER Ratio , Market cap to GDP , ROE etcc…
Addressing Data Analytics issue
As all the metrics speaks different language, but in common tells about Valuation and business cycle.
For Example : P/E tells about earning aspect of companies, p/bv tells about balance sheet i.e net asset value of index in simple terms, beer/yield gap tells about interest rate sensitivenes towrads valuation or equity risk premium in finance terms.
Apart from their Qualitative definition their ranges & numerical definition also differs widely.
Eg : P/E range from 15 to 30 , P/BV ranges from 2.5 to 5.
Algo-based system help us to decode above metrics into common language.
Each input metrics is further broken down to multiple numbers ( 8 LAKH + DATA POINT ) using Quant models and statistical analysis is employed using advanced algorithm, which can be missed by human eyes alone.
about company
FOR WHOM WE SOLVED?
01
Leaving Narratives Behind
02
Data driven unbiased Algorithm
Look No further !! “Revolutionize Your Cycle study and Research with Our All-In-One Financial Modelling Platform and Tackle Data Availability issues and Analytics Challenges Head-On”
Introducing the
Ultimate Solution for:
IFI/Wealth Manager/Registered Advisor
CRM Service Providers
Product team/Research desk of National Distributor & Bank
about company
WHAT YOU WILL GET??
Individual Output
Our Algorithmic solution Provide Output in the form of scores for a distilled and specific study of individual metric:
Valuation Score
Scaling Score
Derived Score
Subscribers will be able to interpret the significance of current stats and will be able to compare across time frames of the same metric for better inference.
Aggregated / Master Output
Aggregated Score is ascertained by assigning different weightages to Valuation and Business cycle metrics.
After Assigning Weights, following Aggregated Scores are arrived:
- Valuation Score
- Scaling Score
- Derived Score
One will able to examine specific valuation zone of individual metric and group as a whole through our Valuation index score.
Ranges from .75 ( Cheap ) to 1.5 ( Expensive ) ( Outliers exceptional ).
It is like studying a group of musicians in an orchestra. Each musician may play a different instrument and produce a unique sound, but together, they create a harmonious musical composition.
Ranges from 0 (Cheap ) to 100 ( Expensive ) is computed.
It is like using a thermometer to measure the temperature of a patient. Just as a thermometer provides a numerical reading of the patient's body temperature, the scaling score provides a numerical rating of the metrics being analysed.
NOTE : ABOVE 2 SCORES ARE USED FOR ASSIGNING EQUITY AND DEBT SPECIFIC ALLOCATION RATIOS, AT DEFINED SCORE RANGE
Theses scores are commonly used for Sub - Category selection and devising asset allocation strategy for different set of investors.
Ranges from -1 ( Cheap ) to + 2 ( Expensive )
In simple words, it’s like having a translator who can understand all the languages and translate them into one language so that everyone can understand.
Comprehensive Workbooks and Deliverables to structure own Framework
Centralized platform
which has collated 23 year to 28 year data of 20 + Metrics.
Total 4 workbook with
45 + worksheet consisting of Metrics, Scores and Analytics.
Direct Guidance
10 + Worksheet consisting Sample Strategy & Solution for 6 Different set of Investors.
Based on these worksheets, Build Category Selection framework and devise a capital allocation strategy.
Or use our system and deliverables to structure your advisory process further.
And/Alternatively
Directly take guidance from our Rule based Strategy and Solution bucketed for 6 different set of Investor based on Various Scores and analytics which are rigorously tested across market phases.
about company
OUR DELIVERY PROCESS
Exported in Ms – Excel Format
We understand that when it comes to data mining and analysis, simplicity is key.
That’s why we have gone the extra mile to provide our subscribers with a user-friendly solution by exporting all the data and analytics into MS Excel format, which is widely used among fraternity.
In addition to that, to make our analysis more intuitive, we have done a graphical visualization to quickly and easily gain inference from data across time frame.
To enhance user experience, Navigation panel in Home page is given with description and functionality of each Worksheet.
Ready reckoners and User Manual are provided for smooth navigation, on utilizing the platform and harnessing the features effectively.
Ours is a cloud based service : Platform will be updated on weekly & Fortnightly basis.