Existing Portfolio Management Service
If you have made a wrong investment decision, don’t worry! We will rectify your decision through our Existing Portfolio Management Service.
Existing Portfolio Management Service includes carrying out portfolio review and recommending the entire portfolio restructuring plan. Based on the restructuring plan, we identify what are the stocks that needs to be hold and what are the stock that needs to dispose off. We will then, create an optimize portfolio for you with addition of new stocks along with your existing stocks holding and align with any of our two standard product i.e. Growth, and Customized.