Buy/Hold/Sell on your portfolio companies – we provide buy/sell/hold calls on all listed stocks based on research reports.
Add investments to another outperforming portfolio – Our portfolios designed for different goals and timeframes for which you may consider investing in a choice of 3 portfolios (aggressive/moderate/conservative). We will create it and track it for you and all you have to do is decide the amount you want to invest, choose your risk profile and start.
Advice on your existing portfolio – we help you to weed out underperforming companies and invest in better quality companies. We track and advise you on your portfolio on a weekly basis. You will also get an idea of portfolio building and to combine different products and strategies to suit your requirement.
We suggest you the best stocks/mutual funds to buy on a monthly basis and also provide quarterly updates of the stocks that you already hold. Our recommendations come with a brief on the rationale, for you to better understand our selection processes and what we look for.