If you are looking for capital appreciation/capital preservation or a specific target return, our tailor-made Separately Managed Accounts can help you achieve your financial goals.
The investment portfolio is developed and managed based on your needs, investment horizon, and risk appetite. Our team of qualified, experienced, and professional analysts and fund managers provide tailor-made solutions in the form of SMAs, where we make your money work hard for you.
SMA is generally offered to Institutional Clients and High Net-worth Individuals.
Services offered under SMAs
Our Investment Advisory Services include:
- Discretionary Portfolio Management
- Non- discretionary Portfolio Management
- Advisory