Portfolio Advisory Services

1. Suitable for anyone having Rs. 10 Lakhs or more to invest, High Net Worth Individuals, Non Resident Indians and Family Offices, Firms and Trusts

2. Complete guidance on your equity and MF investment portfolio in a personalized and customized way to suit your requirements

3. Larger portfolio management involves challenges and opportunities that are significantly different from those involved in case of a smaller portfolio, and requires very different and unique techniques to manage liquidity, capital preservation and return profiles.

4. Our portfolio advisory takes customized approach based on your initial investment, return expectation and risk profile. We don’t take same approach for all portfolios as we feel smaller portfolio and larger portfolio both can take unique advantages from market mechanisms, stock selection and asset allocation.

5. Our Portfolio Advisory is customized and take your ideas, expectations and risk profile into consideration.

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 One Time Portfolio Review

1. Suitable for someone who is into part time investing.

2. Here we take up a complete review of the portfolio and advise if any course correction is actually required.

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Complete financial plan and Wealth Management

1. Suitable for all clients who want to create a plan for special goals like retirement,Child's education etc.

2. Here we create a financial plan based on the risk profile of a client.Risk profile is evaluated based on the ability and desire to take risk.

3. Once risk profiling is done a plan for  asset allocation into various asset asset classes such as Debt,Equity etc is drawn up.

4. Once money is allocated quarterly monitoring of the portfolio is taken up.

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