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Home > Ambit Capital > Products & Services > Private Client
 

Portfolio Management Services

 

Our Portfolio Management Services approach investment from an entrepreneur’s perspective. We are a diverse group of business professionals who have a depth of experience and background in the areas of finance, management, negotiations, business structures and producing results.

A thorough analysis of the fund’s performance expectations and risk sensitivity allow us to establish a clear and appropriate investment policy benchmark for the fund. The result is an optimal balance of risk and expected return.

Our Portfolio Management Services offer:

 
  • A dedicated Relationship Manager to assist clients 24 X 7
  • Long term Wealth Creation/Management services
  • Customized Portfolio statement
  • Trade history and profitability statement
  • Online access to reports
  • With timely updates on Portfolio performance consisting:
    - Asset Allocation
    - Sector Allocation
    - Monthly Performance Report
    - Transaction Summary
    - Risk Report
  • Annual report certified by Chartered Accountants, with classification of long term and short term gains to assist for filing of returns
  • Access to Ambit’s research, analyst’s earnings call, and all other products

Our PMS SCHEMES:

 
To know more about investing through PMS, please contact pms@ambitcapital.com or call on +91 - 022 - 3043 3000
 
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