Investment Advisory Services

This is most suitable for the clients who want to retain the final decision-making with respect to individual investments with them while continuing to benefit from our in-house ideation process as well as the deep expertise of our team of investment advisors. For this, we begin by understanding client’s risk profile, their investment objectives, and other specific constraints. Based on this we discuss with the client and formulate the most appropriate target asset allocation. Basis the discussed asset allocation strategy and using the ongoing in-house ideation process (sufficiently lubricated with varied inputs from multiple sell-side Banks/ FIs) we suggest to the client the most suitable investment tools. We carry out ongoing monitoring of the underlying thesis /investments and do regular reporting and review of the portfolio. This robust process backed by the superior skill of the Investment Management team enables clients to pursue their investment objectives, aspirations, and targets.

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