The company believes in taking moderate risks, whatever be the tenure of investment. The company is presently offering two schemes in its Portfolio Management Services - one for long term investors and the other for short-to-medium term investors. Both the schemes are discretionary type; i.e. complete management is done by the company.
Long Term Investments: This is meant for those investors who want to have a 6 months to 18 months view of the investments.
Short/Medium Term Investments: This scheme is meant for those who want to trade regularly in the market in order to keep risk exposure to the minimum.
The Company offers personalized services to its clients through designated Relationship Managers. Your Relationship Manager will:
Spend time to understand your financial concerns, hopes and dreams.
Work accordingly with you to develop a customised Investment program that meets your needs.
As the relationship builds over time, your Relationship Manager will be able to anticipate your changing circumstances and advise you on investment strategies for meeting your personal needs.
Your Relationship Manager Manager will use his investment experience to alert you to new opportunities and advise you on changing market conditions that may affect your investments.
Recognize the importance of your financial privacy.
Advise you on your Investment related tax matters.
And above all serve you courteously and responsively.
All this is possible because of resources at our disposal in the form of professionals, databases and research capabilities.
