Private Client Service
Equity Advisory Services offered by our Private Client Group
We have a highly experienced, qualified advisory team which caters to your investment requirements. Our equity advisory desk is equipped to assist professional traders
as well long-term investors. Our team of professionals with a proven track record in primary and secondary capital markets has been through numerous markets cycles
and has a deep understanding of the markets.
Approach based on the bedrock of strong Fundamental & Macro Economic Research For investors, we provide value ideas based on fundamental and macro analysis.
Our reports cover stocks, strategy, economy and commodities, with an in-depth analysis which empowers the investor to take an informed investment decision.
Analysis of existing portifolio, Recomendations on strocks owned with what to Hold, Sell and Add Allocations of cash generated by sell recommendations into quality
stocks after considering the existing sector allocation Further if required, realignment of your protfolio based on model sector weightage.
Update any important event which invalidates investment thesis Review portfolio after quarterly results to see and update whether your stocks performings as per
expecations Allocations of each generated buy / sell recommendations into quality stocks after considering the existing sector allocation Mail along with meet or call
will be done to ensure proper communication from our end.
We ensure that your protfolio is given ongoing attentions. Our Relationship Manager of Equity Advisor will mail all important updates along with a meeting or call
For ease of clients, they can give instructions to either the Relationship Manager of Equity Advisor and we will take care of executions of trades.
We offer our clients a multi-level support system and a problem-solving hierarchy for a hassle free investing experience