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    You are here: NRI Services > Investments & Insurance > Equity Advice                                                 

Equity Advice
Overview
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Equity Advice
HDFC Bank offers EquiAll, an equity advisory service to maximize the returns on your investments. It is an e-mail based advisory offering backed by intensive research taken up by our seasoned research desk to provide solutions in line with your risk profile.


Why EquiAll
Our Equity Advisory service addresses the problems faced by investors in the equity environment by:

Tracking the fundamental and technical analysis of companies
Undertaking stock selection as per risk profile
Studying the impact of future uncertain market situations
Monitoring timing and stock valuation
Addressing unbalanced portfolios
Offering adequate information about the companies invested
Avoiding 'Herd or Mass Mentality'


Offering
EquiAll is our web-enabled equity advisory service that caters to conservative and aggressive risk profiles, suggests monthly model portfolio, undertakes onetime initial portfolio restructuring, offers continuous recommendations and provides a daily snapshot of financial markets.


Charges
EquiAll is priced at Rs. 10,000 (inclusive of service tax and education cess). This fee is irrespective of the size of your portfolio and type of portfolio.


Details
Sample AAG (At A Glance)
Brochure
Sample Portfolio Restructuring


How to apply
The service starts on receiving the following:

Completed Form and signed agreement
Your existing portfolio (name & quantity of stocks owned) if any,
Cheque or Demand draft of Rs. 10000 in favor of "HDFC Bank Ltd - A/C EquiAll advisory services"


Simply courier the above documents to:

Ravi Shenoy or Hemangi Mudkavi,
HDFC Bank Ltd,
Bank House, 3rd Floor,
Senapati Bapat Marg,
Lower Parel,
Mumbai 400 013.

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