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The starting point
is profiling |
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| The advice we give is as unique as you are.
It is based purely on your appetite for risk, time horizons and need for liquidity.
So at the very inception, we work intensively towards understanding you. Your
requirements and profile is agreed upon and then documented through a consultative
process. We take cognizance of the fact that your profile is likely to change
with time and hence we follow this process on a continual basis. |
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Allocation –
A time tested fundamental principle of investment |
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A lot of emphasis is laid on the mechanics
of asset allocation, as we believe that this is the basic tenet of portfolio
optimisation. This involves allocating your portfolio across various asset
categories - essentially debt, equity and cash.
Deciding upon your asset allocation is a synthesis of science, art and investment
discipline.
Portfolio analysis and financial planning
We analyse your existing portfolio allocation and recommend changes in line with current opportunities, your profile and cash flows, risk appetite and financial requirements.
A comprehensive investment plan is drawn out to meet your long and short- term financial goals across multiple asset categories.
Portfolio review and tracking
Your portfolio is tracked on an ongoing basis to monitor the portfolio returns, cash flows and asset allocation. We continually advice you on appropriate rebalancing of your portfolio on the basis of performance of each asset category and analysis of future expectations. All portfolios are approved by our research desk on an ongoing basis.
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Advice across asset
categories |
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| We offer research-based advice across asset categories like mutual funds, equity and its derivatives, insurance and more. Hence, our service is a one-stop-shop for your entire portfolio needs saving valuable time. Also, a holistic view of your portfolio across all asset categories helps us advice you better and offer you a consolidated wealth statement. |
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Dedicated investment
advisor |
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| For you, time is priceless, which is why a trained personal advisor is assigned to you as a one-point contact, guiding you and attending to all your investment related needs. The advisor on an ongoing basis helps you restructure and monitor your portfolio based on research desk's recommendations as well as provides procedural assistance, both through online and offline modes. |
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Value added services |
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| We also offer value added services that help
your portfolio like transaction audit for transactions done through HDFC Bank,
tax guidance and opinions in related areas. |
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| Let us help you achieve your financial goals |
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