Traditional Investments
The increase in both the number of stocks and mutual funds that are available along with the number of strategies to invest makes your decision- making difficult. We take the following approach towards your portfolio:
- Individually assess your current financial holdings and investment objectives and constantly review for changes.
- Inform you of new opportunities.
- Actively monitor industry changes and economic developments with an aim to ensure your portfolio is properly rebalanced.
- Recommend changes in managers and strategy allocations where appropriate to reflect changes in our research or market view.
Direct Equity Advisory
Customized advice on direct equity portfolios based on your risk profile and specific requirements. The proposition, backed by comprehensive in-house research, entails building portfolios with fresh funds or restructuring legacy portfolios to provide better risk adjusted returns.
Mutual Funds
Our open architecture philosophy and 'Best of Breed' selection of debt and equity mutual funds allows you to buy the top performing mutual funds available in the market.
Third Party Portfolio Management
If you prefer to let experts manage your direct equity portfolio for you, your portfolio can be managed in a fully discretionary manner from a selection of 'Best of Breed' third party panel of Portfolio Management Service providers. The main objective is to help you to preserve your wealth in line with your investment objectives.
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