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Portfolio Management


Portfolio Management is dynamic decision-making; The objectives are as below:


  • Capital Appreciation

  • Optimum Return on Investments (ROI)

  • Risk Minimization by Versatile Investment products

  • Liquidity and Cash Flow Management

  • Inflation Analysis and Wealth Creation

  • Asset Allocation and Diversification

  • Balance in Short Term vis-a-vis Long Term Investment


Portfolio Management is process-driven by identifying unique requirements of each client; We do frequent meetings with clients, pen notes, interactive discussions, do trust building and also knowledge-sharing with our prestigious clients; We collect necessary information, then do detailed work in understanding client requirement; We consider time + age + revenue flow + wealth availability + clients’ life goals for financial planning; We advise our clients based on all the gathered facts.

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