Portfolio Advisory Services
Finance Markets are one of the complex market as compared to the other industries. Portfolio Advisory Services offers professional investment management designed to help you reach your goals, whether you're planning for retirement or looking to grow and protect your wealth.
We have a seperate portfolio plan for individual such as retail client, family account etc and Non Individual such as corporates and trust.
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Our Strategy Comprises
- Concentrated portfolio of 10 to 15 stocks.
- Diversify the Investment from banks to telecom sectors.
- Fundamentally sound companies from the universe of NSE200.
- Timely update and rebalancing in the case of major events.
- Dedicated equity advisor.
- One to one discussion with analyst in case of any query.
- Less churn and high hurdle rate.
- Nominal incentive fee after hurdle rate on annual basis.