Wealth Management
Wealth Management
Investment Advisory
Asset Allocation
Construction Of Personalised Portfolio
Investment Advisory
We assess the risk profile of the client
We provide tailor-made advise to HNIs and corporate clients
We recommend restructuring of the existing investment portfolio
We recommend suitable asset allocation
Asset Allocation
Not all asset classes perform the same in a given period.
Varying assets have varying performance results in a given time frame.
Macro economic, geo-political and local business conditions, among other factors, affect asset classes.
Each clients risk profile and investment objective is different.
We recommend suitable asset allocation that meets the individual client’s risk profile.
Investment Process
Research Oriented
Bottom Up Approach
Identify Opportunities
Short List Desirable Names
Select Final List Of Stocks
Construct Portfolio
Implement Future & Options Strategies
Contain Non-Systematic Risk In Equity Market
Generate High Income
Active Management To Enhance Overall Return