Portfolio Management

Managing a portfolio with a view to set long-term and short-term goals by building up an entity’s stock portfolio or assessing an already existing portfolio and making amends to it.

Portfolio management is a holistic view only of one’s portfolio of stocks with tactical and strategic goals with disclosure of all stock investment to set a realistic target along with managing the risk of the portfolio. It's basically an expert’s advice on the allocation of resources to different securities classes mitigating risk along with time-bound returns. A minimum of 50 lakh investment is required for availing Portfolio Management service.

Core Capabilities and Expertise

Building or analyzing portfolios and restructuring them to perform according to risk appetite.

  1. It would then require an assessment and analysis of your financial health.
  2. Your financial health would be measured on your portfolio weightage to certain asset class allocation and your risk exposure.
  3. The assessment would bring out the risk you are exposed to vs your true risk appetite.
  4. The assessment would also take into account your specific needs that would arise at particular times in the future.
  5. Realistic goals would be set according to your needs and future outlook.
  6. Risk and rewards always work in tandem; one should keep it in mind before setting overambitious goals.
  7. Your investments and assets have to be allocated according to your set goals.
  8. It may or may not require additional investments.
  9. All further investments are only based on your set growth outlook for your future.
  10. Regular analysis of your portfolio keeping a view of set goals.
  11. Markets and scenarios are dynamic and hence would require timely assessment and restructuring of your portfolio to give you your desired returns.

we work with

Wealthy Individuals

Individual clients are given tailor-made advice on the particular aspect of our service they require. For most such clients we are also the one-stop-shop for all matters of finance.

Family Businesses

All businesses are run by a family with decision-making centralized or with different individuals. We bring coherence to financial goals by consulting all stakeholders and bringing them together on a single vision of growth and prosperity.


All kinds of businesses fall within our financial scope. We help them with all matters of finance as a part of their business ecosystem, this helps the proprietors to focus on core business decisions.

why choose us

Financial Expertise

The industry is complex, the expertise that we harbor comes with the constant scrutiny of market scenarios in real-time. We worry about your finances so that you don’t have to.


Our loyal customer base which has been constantly growing over the years is a testament to our transparent approach towards our client’s finances.

Regular monitoring

It is through regular monitoring that we are able to give time-bound realistic returns on your investments. There is no substitute for hard work.

Data Driven Approach

Our growth within this time span has a lot to do with modern techniques of analyzing data and using it to predict scenarios that plain information fails to predict.

frequently asked questions

What is portfolio management?

Managing investments to meet financial goals with risk appetite in mind.

What are the types of portfolio management?

Active, Passive, Discretionary, and Non-Discretionary

Who should take portfolio management services?

Anyone and everyone with an investing mindset.

Importance of having a portfolio manager?

An expert who constantly assesses the risk, opportunities and health of your portfolio.

Learn how to manage your finance with our guidance

Start to take control of your finances with the guidance of our experts. Schedule your free consultation today.

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