our services

Portfolio Assessment Service:

The Portfolio Assessment Service is a unique facility to get an independent and impartial view of an existing investment portfolio. It provides evaluation on products recommended by bankers/ advisors. The portfolio assessment facility would work in the following way:

  • Give an unbiased independent view of investment portfolios which are possibly being managed today by various banks and advisors.

  • Provide a consolidated monthly reporting on the portfolio giving details on total debt return, equity return and other return statistics on a regular basis. Hence the client will get a holistic view of his portfolio which could be spread across advisors.

  • Introduce investment options (based on risk profile) as most institutions have limited product offering.