• Advising on investment opportunities across asset classes;
• Structure standardized or customized model portfolios
• Advise on various investment products and securities (public and private market) and structuring of financial instruments
• Advise on corporate treasury
• Advise on regulatory matters, concerning investment transactions
• Financial planning involving analysis of clients’ current financial situation, identification of their financial goals, and developing and recommending financial strategies to realize such goals
• Any other services incidental to the above.

We offer below Investment Advisory Portfolios.

1- Portfolio Advisory

• Invest Plus - Herald Portfolio - Herald Portfolio takes exposure to a particular business group and tries to maximize returns.
• Invest Plus - Metal Discovery Portfolio - The portfolio is designed to capture the opportunity from the metals and mining space.
• Invest Plus - Rising Giants Portfolio - Rising Giants is a thematic based portfolio designed to take opportunity in small and midcaps
• Invest Plus - Opportunity Portfolio - Our flagship portfolio with a focus on large caps and a blend of growth and value strategies
• Other advisory services - Provide guidance in Client’s existing equity portfolio

2- Equity Advisory

• Equity advisory services offered by expert stock market advisors who have the skill, expertise and experience required to help investors identify opportunities that best suit their goals and portfolio.

So, what next?