Fund/Portfolio Management
Based on the
investment objectives of our varied categories of clients- retail, high net
worth individuals and institutional clients, we help manage their funds in a
way that gives superior returns above average market performance using our
robust research-based investment management and portfolio construction strategy
as well as well diversified portfolio across various sectors, markets and asset
classes.
Our
fund/portfolio management is of two types as follows:
Discretionary Fund/Portfolio Management:
The exercise of any degree of discretion and
independence in investment and management of securities, portfolio of
securities, pooled funds on behalf of a client, or a group of clients by us as Fund/Portfolio
Manager in accordance with investment objectives expressed in an agreement.
Non-Discretionary Fund/Portfolio Management
The
investment in and management of securities, portfolio of securities on behalf
of a client or a group of clients in accordance with the direction of the client
or group of clients without any exercise of discretion by us as the
Fund/Portfolio Manager under an expressed agreement.