PORTFOLIO MANAGEMENT SERVICES

AMFI-Registered Mutual Fund Distributor

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Portfolio Management Process

Portfolio management process is an on-going way of managing a client’s portfolio of assets. There are various components and sub-components of the process that ensure a portfolio is tailored to meet the client’s investment objectives well within his constraints. Portfolio managers need to chart out specific strategies for the portfolio management to maintain the risk-return trade-off.Create your wealth with the experts in management of your equity portfolio and want to invest in most secured and trusted portfolio with top NSE/BSE companies for high returns.

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Steps of the Portfolio Management Process

Planning

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Execution

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Feedback

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This is a unique solution provided by us to those investors who feel :


  • Their investments are messed up due to wrong advisory or wrong decisions.
  • They have bought wrong insurance policies and investment products.
  • Their investments are consistently making losses.
  • There is no risk management strategy in their portfolio.
  • They have not made any Asset allocation.
  • Their Investments are not made considering their Life goals like Retirement Planning, Child Education Planning.
  • They don’t have any Succession Plan in place.

Some of our offerings are:


Value Strategy: The Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

Next Trillion Dollar Opportunity Strategy: The Next Trillion Dollar Opportunity Strategy aims to deliver superior returns by investing in focused themes which are part of the next Trillion Dollar GDP growth opportunity. It aims to pre-dominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.

Making a proper succession Plan through wills and Trusts.
Restructure your investments considering your circumstances.
Evolve Strategies that will help you achieving higher risk adjusted returns.
Direct your investments towards your Goals.
Deciding which insurance Policies should be continued and which should be surrendered.