Services & Benefits

beed invest Services

Apart from the portfolio constructions, we will provide the following additional services free of cost or at nominal price to the client:

  • Presentations and tutorials will be conducted for orientation and investor education free of cost to incoming customers and for a nominal fee to other interested parties

  • Custodianship of share certificates Investors will get a monthly report on the performance and status of their portfolios. These statements will have complete details of portfolio transactions and a comprehensive performance review against relevant indices

  • Performance review of clients’ existing portfolio at the initial stage free of charge or for a nominal fee

  • The investors will also be given a user ID and password for the Company website using which they can log on to keep themselves updated on the market and their investments

  • Door-step delivery services relating to all their transactions from portfolio construction,to purchase and sale of stock, to transaction settlement. This service will be available to those clients meeting certain turnover criteria

  • Alternatively, newsletters to keep the investors aware of the market scenario and related news will be circulated periodically

Benefits to the Customer

Investment in Equity can be very risky and has an inherent exposure to market risk which can be exacerbated by speculation. By using the right investment tools and techniques, portfolio management helps you identify quality stocks and diversify away the risks to achieve attractive returns. As a beed client, you receive the following advantages from us to achieve your targets:

  • Access to a dedicated wide network serving as the most efficient link between
    investor & brokers/traders

  • Encourage savings through increased opportunities,wider choice & easier transaction
    facilities

  • Need–based advisory and help solve financial grievances of prospective customers

  • Regular mailers, monthly reports and interactive sessions, along with a web site where all the information/updates on financial products are available to create knowledge among customers and keep them well informed about their investments and the market scenario

We provide the best services of a professional, competent and reputed organization in the financial services industry.