1 Sharing of the overall Portfolio of Equity, Mutual funds, Bonds, PMS and AIF's by client
2 Review of client's existing portfolio by our research team
3 Analysing the sectoral allocation of overall portfolio
4 Analysis of each stock under Mututal funds, PMS & overall portfolio on given parameters
  • a Industry Analysis
  • b Business Model
  • c Future Growth Potential
  • d Valuation
  • e Financial Trend
  • f Management Team
  • g Promoters Background
  • h Risk Analysis (Internal & External)
5 Analysis of each Bond under Mututal funds, PMS and overall portfolio on given parameters
  • a Industry Analysis
  • b Operating Margins in business
  • c Credit Rating
  • d Interest Coverage Ratio
  • e Book Value
  • f Debt to Equity
  • g Loans (Secured & Un-secured)
  • h Enterprise Value
  • i Market Capitalization
6 Submit a comprehensive Detailed report of client's overall portfolio
7 Recommend reallocation across asset class and product categories, if any
8 Execution of plan