PLANNING & ANALYSIS
FINANCE
PLANNING, ANALYSIS AND MANAGEMENT SERVICES FOR HIGHER ROIC
END-TO-END FINANCIAL PLANNING AND ANALYSES
Planning, Analysis and Corporate Finance for INR10Cr and above SMEs, or for investments advisory in multi asset class investments for higher returns, or Foreign Direct Investments (FDIs) into SMEs. We have dedicated team to aid your investment solutions, and best ROICs advisory..
Management of Portfolios
Diversifying portfolios into multi-class financial products that are each traded separately, including equities, forex, commodities/oil, gold, bonds etc. is a safer and gives higher ROI. However this requires deep understanding and large funds with ability to buy relevant risk products
Example above shows percentage of income a moderate risk taker with moderate risk appetite should invest across asset classes. Typical returns vary from 7% to 15% annually
Example above is how fund houses invest, trade, assess and change their portfolio, through tools and metrics. Typical returns vary from 7% to 30% annually
A higher form of portfolio including multiple classes and verticals of investments. Typically classified as value, growth and momentum
ASSESSMENTS
Client NAV, financial overview, past investments, risk appetite and areas of interest is gauged
PLANNING
An optional mix of equity, commodity, bonds and currency derivative mix forms a portfolio.
Portfolio size varies as per asset class, from INR2Cr to INR20Cr tends to cover most allowed trades
EXECUTION
In case paper (non transactional) trade is found adequate wrt risk and ROIC, securities are bought from SEBI authorised channel partners
MONITORING AND READJUSTMENTS
A typical portfolio investment period depends on client's investment rational, from few months to years and this involves monitoring market
Note
-All investments are subject to market risks and can be changed across growth, value or momentum. Transaction fee is chargeable as is basis and depends on asset class of investment through SEBI partners.
-Hedging and securitisation involves scrutiny by government bodies and controllers, investors have to ready for multiple documentations and policy overviews from time to time.
-Portfolio management fees is separate from performance fees, and varies from 0.5% to 2%, while the latter varies from 5% to 25% for aggressive investment nature.
-It is advised to incorporate tax management alongside portfolio, specific to capital gains from securities investments.
-Advisory on existing portfolios and risk management is treated as separate from actual investments.
-Financing activities involving complex hedges or multi-asset investments, reach us directly at 95457 33696, or to refer us to click on the link below.