We at private bankers work’s with you to offer the best investments products carefully selected from a varied range of Fund managers and investment houses.
To nurture your wealth and financial legacy from it, A young independent organization, specializing in wealth advisory, and distribution to the individual, HNI’s, Trust, Institutions, corporates.We help you to understand wealth creation &invest wisely through customized solutions after reviewing your investment objectives and financial goal.
Advantages & Strengths
- Unbiased and regular professional advice based on individual needs.
- Fund allocation aimed at optimizing returns for an individual investment time horizon
- Regular and stringent monitoring of portfolios
- Empanelled with all leading AMCs
- Recommendations backed by thorough research
- Monthly updates on Mutual Fund holdings and portfolio reviews
- Facility to view portfolio online on our website.
How Do We Work
Personalized Portfolio Key Facts
- 15-20 fundamentally strong businesses in a model portfolio
- 300+ algorithms to curate a customized portfolio as per your risk appetite and goals
- 3 research reports i.e. Index report, Summary report and Main report for every recommended companies.
- Smart dashboard to access the research reports, stock/market updates, quarterly research updates and track the health of your portfolio
- Regular portfolio monitoring and portfolio re-balancing, whenever required.
Recommended Portfolio Characteristics
- Businesses with healthy historical performance run by high pedigree management
- Businesses with favourable return ratios & strong balance sheet metrics