Portfolio Builder

Features

  • Short to medium outlook of Markets
  • Phase-wise portfolio construction
  • Guides for managing your investment portfolio
  • Creation of portfolio over a period of time
  • Long-term investment calls
  • Assistance through email
  • Professional & systematic approach to portfolio
  • Risk management techniques incorporated
  • Quick & Timely follow-up to Trading Positions taken

Benefit

  • Guiding force for creating Balanced and Profitable Portfolio

NOTE: Portfolio Builder service is used by traders & investors focusing solely on constructing a portfolio with balanced and systematic approach.

Holding Period

  • 15 days
  • 3 months
  • 6 months
  • 1 year to 5 year

For whom?

  • Long-term investors
  • Portfolio Managers
  • Investors seeking professional assistance for creating their portfolio
  • HNIs (High Networth Individuals)

Basic Requirement

  • Investors focusing on portfolio specific returns

Mode of Recommendations

  • Email and SMS
Portfolio Builder service Monthly Quarterly Half-yearly Yearly
Fees (Rs) Rs 3,000/-

Rs 8,200/-

Rs 14,500/-

Rs 25,000/-