Investment Advisory provides advice for investment in stocks, fixed income, debt, cash, structured products and other individual securities. It is advised by a professional and SEBI registered advisor. Under these services, the investment advisor only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the investor.
An investor owns individual securities unlike a mutual fund investor, who owns units of the entire fund. Additionally, the freedom and flexibility to tailor the portfolio as per personal preferences and financial goals remains. Although the advisors oversee hundreds of portfolios, each account is unique and customized to suit the needs of a particular client.