Portfolio Management could either be discretionary or non- discretionary.
Discretionary portfolio management: We exercise the option to actively manage your portfolio by executing investment decisions based on criteria from profiling your risk appetite. With an earlier set objective in mind, the option gives us the elasticity of prompt decision making in responding to opportunities in the market for your benefit.
Non discretionary Portfolio Management: This option is available to savvy clients who wish to retain control over their investment’s decisions. We however provide needed assistance through timely financial advisory services and well-researched market periodicals to guide their decisions to achieve their financial goals with peace of mind.