Services

For Corporate Treasury

MSJ Capital specializes in providing information-based advisory services to treasuries of banks, financial institutions, and large corporates on fixed income instruments, money market funds, and bespoke investment opportunities. We do not provide assured or guaranteed returns.

Mutual Fund Distribution

MSJ Capital offers insights to investors regarding various fund features including SIP strategies, SWPs, and asset allocation models, while encouraging clients to assess funds based on their investment profile. Our recommendations are made through a structured methodology that aims to evaluate consistency and recent performance, however, past performance is not indicative of future results.

Product Design and Consulting for AMCs

MSJ Capital offers strategic insights to Asset Management Companies (AMCs) in developing mutual fund strategies and investor-centric features. Our conceptual support has contributed to ideas like rolling return strategies and SIP flexibility. [Note: This communication is for informational purposes only and does not constitute investment advice].

Portfolio Management for Institutions & HNIs

MSJ Capital (ARN-0176) assists institutional and high-net-worth investors in selecting mutual fund solutions that suit their investment goals and risk profiles. Our insights are guided by market data and frameworks like ‘Market Value Based Investing’ to help clients make informed investment decisions in mutual funds

Behavioural & Investment Strategy

MSJ Capital offers quant-driven asset allocation strategies designed to reduce the influence of investor emotions like greed and fear.

Solutions for Retirement Planning

MSJ Capital assists investors in retirement corpus creation, focusing on designing long-term strategies that may include exposure to equity-based products. While income preservation is often a priority, understanding the potential benefits of equity exposure can be worthwhile.

Solutions for Maintenance of Current Lifestyle

For HNI and UHNI investors, ensuring the continuity of their current lifestyle through appropriate financial corpus creation is essential before considering advanced investment avenues like PMS and AIFs. At MSJ Capital, we focus on educating our clients about this integral yet often overlooked aspect of financial planning.

Innovative Wealth Solutions

MSJ Capital offers strategy insights tailored for senior citizens, such as Systematic Withdrawal Plans (SWPs) using Balanced Advantage Funds (BAFs), profit booking techniques, and cross-asset rebalancing.

Operational Services

MSJ Capital offers a suite of operational services for mutual fund investors including:

• KYC support
• Seamless account opening and integration via BSE StAR and MFU platforms
• Portfolio tracking and capital gain statements.
• We also assist with portfolio rebalancing and provide insights into allocation frameworks, such as market capitalization-based diversification.