The pioneer of direct-to-investor Quantum Mutual Fund, has stuck to the direct model in a true sense, which is reflected in the folios, which is largely made of retail investors. The AMC strongly feels that retail inflows are more sustainable in the long run than a corpus dependent on corporate money.
The online model that this AMC has developed is seamless which is a vital reason for attracting more retail investors. Jimmy Patel, the CEO, feels online investment provides investors the convenience of investing at their convenience and allows for ease of research while sitting at home. The quantum way of online investing is paperless, making it immensely suitable for those who don't wish to use any intermediaries.
Patel's mantra is to focus on keeping costs as low as possible and to be a genuine money manager. The AMC focuses on disciplined research and investment process to take advantage of the long-term investment opportunities that exist across various asset classes. Its offerings are simple, yet make sense in the long run.
Total assets: Rs 315 crore, Net Profit: Rs 3.29 crore (Jun '12)


This article was originally published on December 30, 2013.