Investing is often overshadowed by emotion, filled with vices and subject to several make-believe theories.
Discretionary Service in Listed Equity Instruments
Where we decide what to buy, when to buy and how much to buy, managing your money to deliver risk adjusted returns in Listed Indian Equity Shares, Exchange Traded Funds and other instruments. You open a PMS account, invest money(minimum 50 lakhs), the custodian(Axis Bank) manages deployment of money for purchase of shares, receives and holds money on your behalf on sale of shares; shares purchased are credited to your demat account with the custodian and withdrawn for sale by the custodian. The third-party fund accounting team (Axis Bank) calculates and reports performance on a monthly basis. This report is sent to you on a monthly basis. You can use “Member Login” on this site to view performance and holdings as on the previous day.
Click Here for a brief on our Method.
Click Here for our Model Portfolio and Variants.
Click Here for our Latest Performance data as reported to SEBI.
Non-Discretionary Service in Listed Equity Instruments
Where you decide what to buy, when to buy and how much to buy based on our advice. We execute the purchase & sale as per your instructions.The process including custody, third party fund accounting, monthly reports and third party auditor report are the same as mentioned in Discretionary Service.
Advisory Service for Equity & Debt
Where we try to understand the purpose of your current investments, fine tune debt-equity allocation, help figure purpose of instrument held, with an eye on safety, minimising intermediation cost. We suggest allocation to you, which you will hold directly in your name, we monitor monthly perfomance, suggest changes and report once every quarter. Advisory fees are payable on a quarterly basis. Kindly contact us for details.
Click Here for a sample portfolio after fine tuning.