A portfolio management and demat account will be opened and maintained for your investments. Securities purchased will be transfered to your clemat account.
Portfolio strategy -
We will develop a portfolio strategy by understanding your investment goals, risk appetite, etc. Each client’s stock is purchased/sold separately and holdings are kept in their respective demat accounts with us. Clients will be given a password to log onto our website and view their portfolios.
We will execute the plan by taking into consideration the prevailing market scenario and our investment strategy.
We will periodically send you reports and updates on your portfolio's performance. You can also monitor your investment portfolio by logging onto our website and accessing your online account from anywhere, anytime.
The software used by us for PMS is ‘Moneyware Integra’, which is highly sophisticated and patronised by the majority within the industry.