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Portfolio Management Services

Investment Advisory Services

Overview

The Investment Advisory Services offers complete assistance in delivering growth to investors. We
offer solutions based investment advisory services on complete need analysis that are uniquely
designed to meet growth needs in a holistic manner. With us, you will get the benefit of professional
money management with the flexibility, control and potential tax advantages of owning individual
stocks or other securities.

Our Approach For Investment Advisory Services

1. Bottom up approach, focusing on micro research and evaluating it in a macro environment
2. Identifying the best companies to invest irrespective of the sector
3. Having reasonably diversified portfolios without being over diversified.
Advantages & Strengths of Investment Advisory Services

Professional Management Company: Get the benefits of professional money management with the
flexibility, control and potential tax advantages of owning individual stocks or other securities.
Flexibility: Our Advisory Services offers all the benefits of a mutual fund plus the flexibility of buying
stocks in a phased manner or in a conducive market.
Market Updates: Communication channels for information on major market events and portfolio
performance updates.
Transparency & Accounting: Account statements and performance reports are emailed on a monthly
basis. A web portal enables tracking of all information relating to investment on daily basis. Audited
financial report for portfolio is sent at the end of the financial year.
High Service Standards: With total portfolio transparency, in-depth market information for better
decision-making, direct access to the advisory team, we assures high service standards.

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