Your personal portfolio manager

Introduction
Our Portfolio Management Services is an exclusive offering from Way2Wealth, that specializes in providing risk managed investment solutions to discerning High Net Worth Individuals, Non Resident Indians (NRIs), Overseas Corporate Bodies (OCBs) and Indian Corporates.

Our primary goal is to outperform market averages consistently, thereby creating long-term wealth, and at the same time, carefully manage risk as per the set objectives of our clients. With a legacy that dates back to 1984, we have developed a strong reputation for navigating our investors through the ups and downs of the market.

Our Portfolio Management Advantage

Managing one's investment portfolio has today become a very complex task requiring constant monitoring and active management. Financial markets these days are characterized by increased volatility and strong links to various domestic and global factors. Our portfolio management team which is in constant touch with ever changing economic and market conditions, coupled with substantial market knowledge, is in a better position to handle these complex and dynamic situations.

Our Discretionary Portfolio Management Service gives investors the benefit of unbiased investment advice designed to achieve their financial objectives. We bring discipline into investment management and eliminate emotion that an individual investor generally succumbs to.

We professionally manage your portfolio with the objective of delivering consistent long-term performance while controlling risk. Our highly qualified research analysts provide investment ideas and real time information to support our portfolio management team. Our "Investment Review Committee," establishes appropriate investment strategies and discusses efficient changes to your portfolio based on market conditions.

In addition to managing your portfolio, we also undertake all operational activities such as custody, accounting and reporting, thus making it completely hassle free from your perspective.

Get your sleeping portfolio back to life
If you have an existing investment portfolio that is inactive, you can also avail of our Portfolio Management Service. We offer the service of taking over your existing portfolio and realigning it to best suit your risk profile.

Information is the key
We constantly endeavour to keep our investors updated with the latest information by providing them reports on a daily, monthly and quarterly basis. With the latest technology and via a password protected website you will have access to:

» Daily holding and performance report of your portfolio

» Detailed statements of all transactions in your account

» Research reports on the stocks covered by our analysts

» Detailed sector wise allocation of your portfolio

You will also be periodically provided with a tax status report of your portfolio for advance tax purposes and a comprehensive tax statement at year end to facilitate your IT return filing.

Our Portfolio Management Service gives you all the customisation without the hassle involved in managing equity or mutual fund investments directly. Our team takes care of all the administrative aspects of managing your portfolio.

Convenient and Professional Management
Our investment process flow is simple and easy starting with a detailed discussion and an in-depth understanding of your financial health, your investment objectives and your appetite for risk. Based on these discussions, we will design a portfolio that best suits your personal objectives.

Constant interaction between you and the portfolio manager ensures that any changes that might affect your financial situation be reflected in your portfolio.

We invite you to become a part of our Portfolio Management family and enjoy the benefits of having your portfolio professionally managed by our team. To know more about Way2Wealth and our Portfolio Management Services, get in touch with us today.