Investment Advisory

We provide advisory services to  our clients and strongly believe in offering customized solutions to suit their risk-return profiles. A refined blend of extensive research and portfolio construction experience along with sophisticated analytical tools help us in providing best investment solutions.

  • Formulating Investment Policy Statement based on the risk/return profile of clients
  • Setting up an Investment Strategy.
  • Analyzing & Constructing Portfolio
  • Sourcing new Investment opportunities
  • Facilitating in execution of Investments
  • Advising on Manager Selection across asset classes and geographic locations
  • Providing customized research reports targeting specific opportunities
  • Evaluating Performance