Investment Advisory Portfolio
Introduction
The Investment Advisory Portfolio is a carefully curated basket of equity and
derivatives investments
designed to generate superior risk-adjusted returns.
Through IAP, investors are presented with a unique opportunity to invest in equity for long-term
wealth generation while simultaneously utilizing derivatives to effectively manage risk and generate
additional revenue in the short term.
Process:
Upon your initial appointment as an advisory client, we will provide you with a
comprehensive list of shares, along with their respective quantities. Approximately 70% of
the portfolio will be invested in these shares, with the primary objective of achieving
long-term appreciation. This portfolio will undergo quarterly rebalancing to ensure optimal
performance.
Subsequently, we will regularly share details of derivative transactions that we
recommend executing. These transactions will typically occur once or twice per week.
Key Features:
Well
Balanced
A combination of Equity (Approximately 70%) and Derivatives
(Approximately 30%) in the investment portfolio
No
Custody
Your assets,
including money, shares, and holdings, remain under your control and are not handled
by us.
Other:
Risk
Moderate
Benchmark
Nifty 50
Annualized
Fees 2.5%
Min.
Investment 25 Lacs
No of Stocks 50
Well Diversified
Fixed fees and No Hidden Cost, No Locking, No Exit Load
For Whom?
Investor with Moderate risk appetite and investment horizon of minimum 8-12
months