Customised Growth Portfolio (NON-DISCRETIONARY)

What is a non-discretionary service?

Under this service, the portfolio manager is responsible for simply suggesting the investment ideas. The choices as well as the timings of the investment decisions rest solely with the investor.

The final execution of the trade is done by the Portfolio Manager.

Who is this portfolio suitable for?

This portfolio is recommended for Investors with customized requirement to meet a specific goal in Equity PMS

What is the minimum investment amount?

The minimum investment amount is INR 50,00,000 (Indian rupees fifty lakh only)

What approach does this portfolio follow?

The portfolio follows a bottom-up approach of selecting investments according to the risk profile of the investor

What is the ideal investment horizon?

It is recommended to hold the portfolio for a minimum of 3 years, as per the discretion of the client

What is the benefit of such a service?

As the name suggests, customized growth enables investors to achieve a personalized solution to their investment requirements, in sight of their risk appetite and time horizon.