Build Your Portfolio

Your investment plans must be based on various insights. The main source for these insights will be from your risk profile and the understanding of which asset classes meet your return expectations. At this point, it is important to understand that different products play different roles in portfolio construction. If returns are one side of the story, risks are the other. Balancing these is the key to a customized investor portfolio.

Your Investor Profile

The risks assumed in investments are dependent on your preferences and the returns calculated on your expectations. Given these factors, portfolios should be constructed such that they have the dynamism required to adapt to your profile and any changes to the same. Much like the juggler, different asset classes and products will be handled to create a well orchestrated portfolio that meets your needs at different points in time.

Your profile as an investor helps in the selection of combination of the asset classes required to invest keeping in mind your risk capacity and return potential.

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Service Eligibility

Asset Advisory Services
Financial Assets of Rs. 5 crores and more
Family Office Services
Net Worth of Rs. 1 billion and more
Product Portfolio Management Services India

Customized Investor Portfolio

Different products play different roles in portfolio construction. If returns are one side of the story, risk is the other. Balancing these is the key to a customized investor portfolio.

Ashish Khetan

Ashish Khetan Head Banking Channel –Wealth Management Services Read his articles

Jaideep Hansraj

Jaideep Hansraj Head Wealth Management Services Read his articles

Oisharya Das

Oisharya Das Head West India and NRI – Wealth Management Read her articles

Rajesh Iyer

Rajesh Iyer Head - Investments and Family Office Read his articles

Smita Kapoor

Smita Kapoor Head East India – Wealth Management Services Read her articles

Think Tank

Our Wealth Management experts share their views and opinions. Read the articles