Solutions

Mutual Funds

Mutual funds work by pooling money together from many investors. That money then gets used to purchase stocks, bonds and other securities. Because mutual funds invest in a collection of companies, they offer instant diversification (thus lower risk) to investors.

Portfolio Management Schemes

PMS is a customized service offered to High Net-worth Individuals (HNI) clients. The service is tailored as per the investor’s return requirements and the ability and willingness to assume the risk. The portfolio manager invests the money in mix of stocks, fixed income, commodities, real estate, other structured products on behalf of the client. A portfolio manager is a licensed investment professional investing on behalf of the client.

Private Equity Funds

A private equity fund is a pooled investment vehicle where the adviser pools together the money invested in the fund by all the investors and uses that money to make investments on behalf of the fund. Private equity is an alternative investment class that invests in or acquires private companies that are not listed on a public stock exchange.

Offshore Investments

Offshore investments are the investments housed in a country other than the country in which the investor resides. These investments are popular, especially among the investors who want to diversify their country and currency risk.

Model Portfolios