Advisory Services

  1. Advisory Services
Investment Framework

Portfolio client is to be given purely advisory services as stipulated under SEBI PMS Regulations and in accordance with the requirement of the client. The portfolio manager gives advice to the client regarding investment / disinvestment in securities. However, discretion lies with the client whether to act upon it or to ignore the advice. The Portfolio Manager will provide advisory portfolio management services, in terms of the SEBI (Portfolio Manager) Regulations, 1993 and SEBI (Investment Advisers) Regulations, 2013, which may include advice relating to investing in, purchasing, selling or otherwise dealing in securities or investment products, advice on investment portfolio containing securities or investment products, whether written, oral or through any other means of communication for the benefit of the client. Investment advice shall be for an agreed fee structure and for a period agreed and entirely at the client’s risk. The Portfolio Manager shall act in a fiduciary capacity towards its client.

In INVESTING, always remember that Rome was not built in a DAY…. In TRADING, always remember that Hiroshima and Nagasaki were destroyed in a DAY.

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