Portfolio

We  have an access to a number of Third Party PMS by various Fund Houses, Broking and NBFCs with research desk that actively researches and tracks their performance.

• The service provides professional management of equity portfolios and Mutual Funds with the objective of delivering consistent long-term performance while controlling risk.

• We recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.

• A research team is responsible for establishing our investment strategy and providing us real time information to support it.

• Client Servicing and customization is the key. We take care of all the administrative aspects of a particular portfolio with a monthly reporting on overall status of the portfolio and performance.

• There is an active communication by means of regular statements and updates. Web-enabled access will ensure that you are just a click away from all          information relating to your investment.