Portfolio Management Services

Individuals with limited knowledge about the investment market and who do not know how market forces influence the returns on investment should consider this service.
This provision is appropriate for Individuals who aim to invest across different investment avenues like stocks, funds, bonds, commodities, etc. but do not possess enough knowledge about the entire process. Diversification is a risk management technique used by professional financial advisors which mitigates risk by allocating investments across different financial instruments, industries, and several other categories.
We endeavour to deliver a larger risk adjusted return through a full-bodied risk management approach, using a well-structured investment process and an in depth fundamental and quantitative analysis framework.

Personalised One-to-One connect/Every Month - To discuss and place orders
Complete assistance in implementing the portfolio recommendations
Professional market study and clear knowledge of the funds before recommendation
Dedicated Investment advisor to monitor your growth
Asset Under Advice Mode of payment (As per SEBI Guidelines)

Fee: 1% of the Total AUA (Assests under Advice)/Per annum – Billing is done Quarterly.

Our team will be assisting you in implementing the portfolio recommendations and monitor the progress of the Plan over the year (Year on Year subscription model).

Our Financial advisor will also provide you with updates and reviews on your portfolio based on the market scenario during the year.

He will closely and regularly monitor your investments to see that they are performing as required in your Financial Plan and suggest any changes if required.