This product caters to those people who have existing mutual fund portfolios, however they need advice on optimizing the size and performance of their portfolios. We undertake assessment of the portfolios and check its suitability based on client's risk appetite. We also provide regular feedback on portfolio performance and take care of the allied services. The endeavor is to wean the portfolio of non performing schemes and have a positive bias towards long term performing schemes. The scope of services includes:

  • Portfolio Assessment
  • Portfolio Optimization Strategies
  • Portfolio Rebalancing (Debt/ Equity)
  • Portfolio Reorientation
  • Periodic Review and Reports
  • Investor Behavior Modification