• A portfolio better than a Mutual Fund or PMS.
• Well diversified across sectors / industries.
• Well diversified among all categories Large Cap, Mid Cap & Small Caps.
• Customized according to Risk Appetite, Return Expectations, and Investment Horizon of the Investors.
• Quarterly Review & Discussions. Sometimes even more frequent updates & conferences according to the need of the hour.
• Time Based & Price Based Target for Each Scrip.
• Continuous Research & Monitoring to provide best services.
• Regular updates on our Research Products & Reports, Media Coverage & Portfolio Strategy.
• Portfolio Categories:
  • Conservative
  • Growth
  • Aggressive

• Portfolio : Small Size
  • Amount : 5 Lacs to 25 Lacs
  • Fees (per annum) : Rs. 25000 or 3% per annum whichever is higher

• Portfolio : Mid Size
  • Amount : 25 Lacs to 1 Cr.
  • Fees (per annum) : 2.5% of Portfolio per annum

• Portfolio : Large Size
  • Amount : Above 1 Cr.
  • Fees (per annum) : 2.25% of Portfolio per annum

• A personalized portfolio service focused on increasing returns through continuous research.
• A balanced portfolio with a vision to maximize returns with calculated risk.
• Defined entry & exit points. Profit booking at the right time to ensure increase in the value of portfolio.
• Regular track of portfolio with a dedicated relationship manager.
• Monthly & Quarterly Review & Discussions. Sometimes even more frequent updates & conferences according to the need of the hour.
• This is a standard portfolio with everything pre defined.
• Minimum Investment of Rs. 10,00,000.

• 2% of Portfolio + 20% Share in Profits above 20% Returns per annum.