Portfolio Management Services


Our Portfolio Management Service offers professional management of your
investments with an aim to deliver consistent returns. A professional service which is
often opted by wealthy investors who want exposure to a variety of asset classes and who understand that investment in the market requires time, knowledge, and constant monitoring. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors. It also needs strong research and solid experience to make the right decision at the right time. It’s imperative, that one needs to hit the right timing of the investment to gain optimum profits. Investors can opt for discretionary services for the investments to be managed by the portfolio managers or they can go for customized tailor made non-discretionary service as per their investment needs and risk appetite.

Strong and Active risk management

Focused Portfolio Investments for client.

Active and regular monthly review and portfolio restructuring

Experienced and Professional Fund Managers

Transparency of investments & Trading

Securities held in individuals own Demat A/c

Profit withdrawal facility at end of each quarter

24 X 7 access to your portfolio on the web

Client will get CA Certified Tax statement end of every financial year

Online access to monitor Portfolio along with ledgers for easy understanding