SERVICES

It’s true that India and Indian businesses offers a great investment and wealth creation opportunity that’s hard to ignore.

However, choosing an investment candidate may turn out to be tough and challenging for an average investor.

One may not have the time or knowledge to dissect financial statements of endless numbers of companies, read annual reports, and listen to contradicting stock gurus in the market and sweat over the slightest price moves your investments undergoes.

Moreover, the Global integration has made economy and equity markets more volatile and dynamic, making it unpredictable and beyond the rationale of amateur investors. Actively managing your investments with great degree of conviction, patience and discipline, may not be high on your priorities.

All these could take a great deal of your time, effort, patience and leaves you confused.

In the words of warren
Buffet, “Investing is
simple, but not easy”.

This is where our professional and dedicated Portfolio Management Team can help you, keeping you free to focus on your profession.

Our dedicated research team with proven track record, in-depth understanding of economy, business and stock market, advanced information systems and world class infrastructure takes investment decision on your behalf.

Through our PMS, we help you in constructing, organizing and dynamically managing a personalized portfolio of stocks that would deliver a rational performance according to your reasonable expectations.

We also account for all corporate actions related to your investments and report to you in a timely and transparent manner. Our Portfolio Management team takes care of all aspects of investing such as dividends, bonuses, Rights issue.

We make it a point to report you on a timely basis through our simple but transparent portfolio holdings and performance reports.

We would also compile and provide year-end tax statements of your investments with us.

Our Portfolio
Management team
takes care of all
aspects of
investing such as
dividends, bonuses,Rights issue.

Portfolio management is more of a personalized and luxurious service by nature.

In Portfolio management you would have a separate identity and all your assets would be clearly demarcated in your name, where as it is managed collectively in a Mutual Fund.

Moreover each and every investor would have a personalized portfolio to address each investor’s specific needs, investment objective, expectations and time frame and that too only after we evaluate and understand you, unlike in a Mutual Fund.

An investor may require regular and timely updates on his portfolio strategy, performance and market. In this regard one may expect to interact frequently with the fund manager to discuss any concerns that he might have, which otherwise is not possible with mutual funds.

An investor may
require regular and
timely updates on
his portfolio
strategy,
performance and
market.

You may need the support of an expert in identifying
investments and managing it in a hassle-free transparent way.

The very special ones are welcome to earn their stakes in India’s choicest businesses.
Experience it through our premium boutique Portfolio Management Services.