Investment Advisory

INVESTMENT ADVISORY

There are wide varieties of avenues where funds can be invested to generate returns. These range from simple investments like fixed deposits to more complex such as offshore investments. With the advent of new products catering to the different needs of the investors, finding a right investment has become a challenging task.
Our dedicated team of professionals helps you to find right investment for you with an experience in investment advisory of over a decade.

Portfolio Management

Portfolio management deals with the management of wide varieties of investments to generate returns over and above the market and finding a right combination of investments to suit the risk appetite of an investor. It generally involves following five phases:
a. Security Analysis
b. Selection of Security/ Portfolio Analysis
c. Portfolio Selection
d. Portfolio Revision
e. Portfolio Evaluation

We serve our clients by helping them finding right balance of risk and return based on their needs and goals.

MFs, Securities and Commodity Advisory

With the entry of private sector mutual funds in 1993, the Mutual Fund Industry has become very competitive providing wide variety of products with very thin line difference of management expenses. On other hand, various securities contract and commodity contracts such as futures and options help in hedging risk arising out of changes in the prices of securities and commodities.

We advise our clients on selection of right fund. Clients are also advised on how to hedge various risk arising out of changes in interest rates, price of securities, exchange rates. Changes in value of foreign receivables due to change in exchange rates are hedged by entering into forward rate contract.