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PERSONAL

FINANCE

FOR HNI PORTFOLIO MANAGEMENT AND INVESTMENTS SERVICES FOR HIGH ROICs 

END-TO-END FINANCIAL PLANNING AND ANALYSES

Personal Finance for HNIs/UHNIs, INR10Cr and above portfolios for investments in 

multi asset class investments are invited for higher than market returns, especially in direct equity investments into SMEs. We have dedicated investment managers and risk team to

aid your investments into your preferred choice of firm, and best possible ROICs..

Management of Portfolios

Diversifying portfolios into multi-class financial products that are each traded separately, including equities, forex, commodities/oil, gold, bonds etc. is a safer and gives higher ROIC. However this requires deep understanding and large funds with ability to buy relevant risk products

Personalised portfolio management for HNIs

Example above shows percentage of income a moderate risk taker with moderate risk appetite should invest across asset classes. Typical returns vary from 7% to 15% annually

Personalised Goal Plans

Example above is how fund houses invest, trade, assess and change their portfolio, through tools and metrics. Typical returns vary from 7% to 30% annually

A higher form of portfolio including multiple classes and verticals of investments. Typically classified as value, growth and momentum

ASSESSMENTS

Client NAV, financial overview, past investments, risk appetite and areas of interest is gauged

PLANNING

An optional mix of equity, commodity, bonds and currency derivative mix forms a portfolio.

Portfolio size varies as per asset class, from INR2Cr to INR20Cr tends to cover most allowed trades

EXECUTION

In case paper (non transactional) trade is found adequate wrt risk and ROIC, securities are bought from SEBI authorised channel partners

MONITORING AND READJUSTMENTS

A typical portfolio investment period depends on client's investment rational, from few months to years and this involves monitoring market

Note

-All investments are subject to market risks and can be changed across growth, value or momentum. Transaction fee is chargeable as is basis and depends on asset class of investment through SEBI partners.

-Hedging and securitisation involves scrutiny by government bodies and controllers, investors have to ready for multiple documentations and policy overviews from time to time.

-Portfolio management fees is separate from performance fees, and varies from 0.5% to 2%, while the latter varies from 5% to 25% for aggressive investment nature.

-It is advised to incorporate tax management alongside portfolio, specific to capital gains from securities investments.

-Advisory on existing portfolios and risk management is treated as separate from actual investments.

-Financing activities involving complex hedges or multi-asset investments, reach us directly at 95457 33696, or to refer us to click on the link below.