Portfolio management is both an art and a science involving the careful selection and supervision of a  pool of investments aligned with the long-term financial goals and risk tolerance of a client, company, or institution.

Why seek Professional advice? For one to manage his investment portfolios on his own, it requires a fundamental   understanding of Stock Markets, Market behaviour and portfolio-building principles.  These include factors such as Asset allocation, diversification, timing and periodic rebalancing. Our team of professionals investment analysts diligently oversees and invests in a diverse range of investment instruments like Equity Shares, units of Mutual Funds, Corporate Bonds, Sovereign Gold Bonds, NPS, Real Estate, etc., on behalf of our investors. We conduct thorough research across diverse investment avenues to ensure the optimal utilization of invested funds.

Transparent  Mechanism   as an informed investor, you enjoy easy access to your entire portfolio via online log-in  or  a mobile application. Furthermore, a dedicated investment advisor is assigned specifically to each investor and portfolios are managed with complete transparency. Your funds and stocks are securely held by the custodian, and your stocks are  maintained in your DP (Depository Participant) account established with the custodian, ensuring the safety and accessibility of your investments.

Benefits of Portfolio Management:

• Professional Management: investment portfolios are managed by a team of professionals, who have the requisite expertise and the experience of the markets.

• Asset Allocation: Effective portfolio management hinges on the strategic long-term distribution of assets. Asset allocation strives to reach an Optimum portfolio structures which tries to minimize the downside risk while opening unlimited  potentials  for growth in the long run.

• Diversification: There is a wise and  time tested saying “Never keep all your eggs in one basket.”  Diversification is the practice of spreading both risk and reward across individual securities within an asset class or among different asset classes. Given the difficulty in predicting the performance of specific subsets within an asset class or sector, diversification seeks to capture overall sector returns over time while mitigating volatility at any given point.

• Research based decision: Investment decisions are taken not on whims of an individual but are based on scientific study of the companies, research findings, market analysis  and prevailing Macro-economic factors. 

• Real time review: Equity market is a dynamic entity where change is the only constant.  Wise investment management calls for continuous monitoring of  market developments and review of the portfolio.    As  such,  in case any rebalancing   of portfolio is required  to seize new opportunities, or mitigate losses, same is done quickly.     
• Tax-Efficiency: An integral aspect of portfolio management is optimization of the portfolio structure to minimize taxes over the long term. This includes considerations such as the strategic use of different retirement accounts, the duration of holding securities, and the selection of securities to enhance the tax efficiency.