FAQ's - Investment Advisory for Institutional Investors
How will it work?
We will recommend a customized equity portfolio to suit the investment mandate of the fund. The investment mandate can be anything including market cap segmentation (small cap/ mid cap/ large cap), sector specification (sector-focus/sector exclusions), risk-return profile (conservative/ balanced/ aggressive) or a combination of either.
Will you be reviewing the portfolio periodically?
Yes, we will be reviewing the portfolio quarterly and also rebalancing it whenever required.