Portfolio Management

Portfolio Management is dynamic decision-making; The objectives are as below:

 

• Capital Appreciation

• Optimum Return on Investments (ROI)

• Risk Minimization by Versatile Investment products

• Liquidity and Cash Flow Management

• Inflation Analysis and Wealth Creation

• Asset Allocation and Diversification

• Balance in Short Term vis-a-vis Long Term Investment

 

Portfolio Management is process-driven by identifying unique requirements of each client; We do frequent meetings with clients, pen notes, interactive discussions, do trust building and also knowledge-sharing with our prestigious clients; We collect necessary information, then do detailed work in understanding client requirement; We consider time + age + revenue flow + wealth availability + clients’ life goals for financial planning; We advise our clients based on all the gathered facts.