Portfolio Management

professional investment

Portfolio Management is a professional investment service for investors including individuals and institutions. The service involves planning a portfolio to stabilize the risk of non-performance of assets. PM is advantageous as it gives the freedom needed to tailor personal preferences to achieve financial objectives.

We oversee hundreds of portfolios but your account would be unique:

• Discretionary: Decision of choice and time of investment would be solely ours. As a responsible PM company, we would take the best decision in your favour.
• Non-discretionary: We will come into execution mode, if you are capable of taking informed decisions regarding investments. The choice and time of investments would be yours and we will take responsibility of successful execution of the decisions.
• Advisory: If you want, we can limit our role to giving investment ideas and guide you how to execute and manage investments. In advisory role, we will look for the best investments for your needs and leave the decision of choice and time of investments on you.

Here we would want to make a very strong point. In Indian context, most PM companies offer only Discretionary Services but we are one of the few managers that offer comprehensive PM services.

We Promise

• Professional management of portfolios
• Monitoring of investments
• Stabilizing risk of non-performance of portfolios
• Hassle free investment operation
• Flexibility in selection of investments
• Transparency in portfolio management
• Investment advice tailored to suit individual needs

We are here to help, advice and guide and execute your investment portfolios. We will manage your investment portfolio in your best financial interest.