INVESTMENT OBJECTIVE

Our goal is to achieve the best possible returns for a given level of risk, enabling you to compound your wealth with confidence over time. However, for us capital preservation is key before thinking of generating any return on an investment. In other words, we take care of the downside (by spending a lot of time on what can possibly go wrong with an investment) so the upside can take care of itself. Even then, there are risks associated with a company irrespective of their strong financial history. Living in a world where things can drastically change and knowing that capitalism is brutal, it is not surprising that a quality company could potentially turn into a mediocre one. However, this risk can be minimised (not eliminated) by doing meticulous research based on qualitative and quantitative analysis. 

At Soni Capital, we do qualitative analysis by going through a checklist of questions. For quantitative analysis, we do historical analysis and go through various financial metrics. If both qualify our criteria, then and only then an investment is made.