Managing investments in any asset class requires time, knowledge, experience and
constant monitoring. Those who need an expert to help to manage their investments,
Portfolio Advisory services (PAS) comes as an answer.
At Satvik, We cater to those investors who don't want the responsibility of managing
their own investment portfolios may be due to lack of time & knowledge. And because
each of our clients has different risk tolerances and expectations, we customize
each portfolio to match individual needs and circumstances.
At the very base of a financially sound portfolio lies the identification of one's
investment objective. We help you identify your investment objectives and also outline
important requirements like liquidity, capital appreciation, current income, time
span and fiscal implications and then suggest an appropriate scheme.
Advantages:
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An Investment Relationship Manager will ensure that you receive all the services
related to your investment needs.
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A dedicated customer services desk allows you to keep a tab on your portfolio’s
performance.
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Your portfolio of investments in any asset class is tailored after a thorough research
backed by the expertise from the Satvik Research team.
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An experienced team of portfolio managers ensure your portfolio is tracked, monitored
and optimised at all times.
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The personalised services also translate into zero paper work and all your financial
statements will be e-mailed to you.
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Satvik, in an effort to bring in more transparency to this Advisory service have
applied for Portfolio Management Service (PMS) license.
A portfolio with diversification in various investment avenues strives to smooth
out unsystematic risk events.