Portfolio Advisory and Restructuring
Rule Based Value Investing to
Generate Index beating Returns Consistently
We provide portfolio advisory based on extensive research- fundamental and technical. Our customised financial advisory model follows a simple yet systematic process.
Based on the risk profile and client needs, we will advice on the portfolio suitability from the following two options-
Stock Portfolio Advisory
Index Portfolio Advisory
Our portfolio restructuring service
with detailed explanation and reasoning
At times like these where an investor gets ‘free’ advice from all sides in form of tips or calls, it is common to see plethora of stocks in one’s portfolio. These stocks sometimes range from 20-50 and tracking them all is difficult. Once these ‘recommended’ stocks are in your portfolio, there is no proper follow-ups and they end up lying for years.
Our team of experts will restructure your existing portfolio and suggest suitable action (hold, accumulate, sell) on each of your holdings. We will review the sector, size and weight allocation of client’s existing portfolio and re-align them to suit the current market conditions. We will also provide fresh buying recommendations to generate better returns on your existing portfolio.