Does your portfolio have any of the below issues?
A scattered portfolio with too many schemes
Portfolio returns below average market returns
Portfolio is unattended for a long period
Need a neutral advice
You do not have an advisor
You want to allocate fresh money
An event, which requires realignment of your portfolio
If any or some of the reasons mentioned above, resonates with the issues with your Mutual Fund / PMS portfolio, then look no further. We have the required solutin for you. At Nidhi Securities, apart from managing wealth of our clients, we also do as a one time assignement, the following activities:
Design new investment portfolio;
Review existing MF/PMS portfolio and suggest changes, if any.
Our Fees:
For clients, whose portfolio we are managing :
Portfolio review is done as a regular feature on an ongoing basis, as a part of our existing service and it is part of our overall services
One time mutual fund holding review, with new portfolio suggestion:
Rs. 5000/- plus 18% GST
New Portfolio Proposal (MF / PMS), with no review of existing holding:
Rs. 3000/- plus 18% GST
All the above Fees will be reversed, if execution of portfolio is done through Nidhi Securities. For mutual fund review, please share NSDL CAS or portfolio in an excel sheet with complete scheme name and percentage allocation. For PMS review, please share the latest PMS holding statement at nidhighosh20@gmail.com
What's Different?
Analytical tools plus Human driven approach to providing solution;
Customised services: No model portfolio approach - Your portfolio designed to your requirement;
While all our portfolio reviews & proposals are easy to understand, however, queries if any, will be answered;
Parameters for Portfolio Review:
Risk
Concentration Risk:Asset Class exposure,Fund House exposure,Scheme and Sector level concentration
Risk v Return Analysis;
Scheme wise stock holding overlap
Portfolio Beta and Correlation
Return Analysis
Scheme wise Periodic Return;
Scheme wise Calendar Year Return;
Scheme wise Rolling Return Analysis;
Portfolio level Drawdown Analysis on major events;
Portfolio performance v. Any Index or customised Index
Parameters for Portfolio Construction:
Client risk profile, investment horizon, return expectation to decide Strategic Asset Allocation (long term allocation);
Market situation and external risks to decide Tactical Allocation (to generate alpha);
In house model and analytical tools are used for portfolio construction;
Portfolio recommendation provided, along with in-depth analysis across multiple parameters