Portfolio Management
Portfolio management is a specialized service that combines the expertise of seasoned market professionals with advanced analytical and orders execution tools. With years of experience in capital markets and cutting-edge strategy builder tools like MSB V1.0 and in-house trade execution engine, we provide tailored portfolio management solutions designed to optimize returns while managing risks.
Our portfolio management services cater to high-net-worth individuals (HNIs) and institutions,
offering a minimum ticket size of ₹5 Cr, with a management fee of 2% per annum.
Why Choose Our Expertise for Portfolio Management
1. Proven Track Record
- With over 15 years of experience in capital markets and expertise in working with hedge funds and brokerage firms, we bring unparalleled insights into market behavior and strategy optimization.
- Our team specializes in designing, backtesting, and implementing strategies that deliver consistent performance across market cycles.
2. Advanced Tools and Technology
- Leveraging the MSB V1.0, we develop and manage sophisticated, data-driven strategies.
- These tools allow for real-time monitoring, robust backtesting, and precise risk management.
3. Customized Solutions
- Portfolios are tailored to meet the specific goals and risk tolerance of each client.
- Our approach integrates diverse asset classes, including equities, ETFs, and commodities, to ensure optimal diversification.
4. Active Risk Management
- We embed advanced risk controls, such as stop-loss mechanisms and dynamic position sizing, into every strategy.
- Regular portfolio reviews and adjustments ensure alignment with market conditions and client objectives.
Portfolio Management Framework
1. Client Onboarding
- Detailed discussions to understand the client’s financial goals, risk appetite, and investment horizon.
- Signing of agreements with a minimum investment of ₹5 Cr and a portfolio management fee of 2% annually.
2. Strategy Development and approval
- Utilizing our expertise and advanced tools, we design strategies tailored to client objectives.
- Before going live, we will share the strategy logic, show the backtested reports of the strategies, and get the investors’ approval.
- If the investor is not comfortable with the risk or returns parameters, we can make changes in the portfolio to align it with the client’s requirements.
3. Portfolio Construction
- Asset allocation is determined based on strategies and client preferences.
- Diversification across asset classes and market sectors minimizes risk and enhances returns.
4. Implementation and Monitoring
- Once the market to trade and strategies are approved by the client, we will manage the executions and keep monitoring the account.
- Real-time tracking of portfolio performance using advanced analytics.
- Regular updates and detailed reports are shared with clients to maintain transparency.
5. Rebalancing and Optimization
- Periodic rebalancing ensures the portfolio remains aligned with the client’s objectives and market dynamics.
- Underperforming strategies are replaced with optimized ones to maintain portfolio efficiency.
Fee Structure
Minimum Ticket Size
₹5 Cr
Portfolio Management Fee
2% per annum of the portfolio value
Benefits of Our Portfolio Management Services
1. Expertise-Driven Approach
- Decades of market experience ensure well-informed investment decisions.
- Access to institutional-grade strategies and insights.
2. Data-Driven Strategies
- Advanced tools like MultiCharts provide an edge in strategy development and execution.
- Backtesting and optimization ensure strategies are resilient to market volatility.
3. Transparency and Trust
- Regular performance reports and open communication build trust with clients.
- A clear fee structure with no hidden charges.
4. Focus on Wealth Creation
- Our strategies aim to deliver consistent, risk-adjusted returns that align with the client’s financial goals.
- Long-term wealth creation is at the core of our portfolio management philosophy.
Let’s Get Invested
Our experts will be happy to guide you
Please feel free to contact us
if you have any question or queries
Office Location
54, H9, Vardhman Plaza, Netaji Subhash Place, Pitam Pura, New Delhi-110088
Feel Free to Call Us
+91 90531 91711