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In addition to a trading platform and transaction support, we provide you with research on long term value investing. We research various smallcase offerings and provide investors with a suitability analysis.
For HNI clients who are keen on direct investing in equity and alternative investment products, we enable you to identify and work with one or more reputed Portfolio Managers.
Our services ensure that you can create differentiated investment strategies with each Portfolio Manager within the framework of your overarching investment philosophy without additional time and effort.
We periodically review & restructure your portfolio with the PMS partner/s on your behalf and provide you with reports, insights, and decision frameworks.