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Portfolio Management System

We offer investment management and advisory services to individuals who not only understand the long-term potential of equities as an asset class, but also understand the associated risks. We also have an access to a number of Third Party PMS by various Fund Houses 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 the 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.