Our Portfolio Management Services is SEBI registered, and operates in such a way that the Portfolio is held in the client's name, with separate Bank, DP and Trading accounts being opened specifically for the purpose. We take a specific Power of Attorney to operate the accounts. Initial paperwork is involved, and after that the client isn't irked with any other formalities.
This is a Discretionary Portfolio Management Services, and we have a system of centralized decision making, and report to clients every month with Statements and Portfolio Valuations. We also keep them abreast of the strategy that we propose to adopt, month on month, going by market and global trends and the macro environment. We invest with medium to long term view, which is the best way to achieve best returns from Equity, and go for stocks that have been thoroughly researched. Our investment philosophy and perspective is basically conservative (to allow capital preservation in times of irrational movements in the markets), however we are open to focus on growth stocks of good lineage, no matter the market cap.
Allocation to different sectors, with weightage, is made, based on the Fund Manager's outlook and leading stocks are picked within the sector.
We have seen that the Portfolio Management Services has given good returns, despite the downsides that have occurred in the market.
India presents an attractive investment option for a long term investor who is looking to diversify equity portfolios across geographies and currencies. The returns comparison has proved that an investor from the US, was better off investing in equities across the globe than sticking to investments in US assets. |