Mutual Funds

1860 266 2666

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We work closely with our clients to help them establish a robust framework for treasury solutions and laying down parameters for investment products within the risk/return parameters laid down by the treasury.

Identifying investment opportunities involves working closely with our clients to identify their goals and to analyse their investment needs by understanding their risk profiles, liquidity and tax requirements, investment horizons and expectations of returns.

Our recommendations take into account all relevant factors. including the investment philosophy of the Asset Management Company, portfolio quality, risk-adjusted returns and market insights.

  1. Services offered to all our customers including banks, financial institutions, insurance companies, large and mid-size corporates. Investment products include mutual funds, bank certificates of deposits, bonds & debentures and government securities amongst others.
  2. Assistance at every step of the investment process
  3. An experienced research team to analyse and research the Mutual Funds available in the market
  4. Portfolio assistance
  5. List of services:
    • Daily NAV updates
    • Fund Performance Analysis
    • Monthly Portfolio Analysis
    • Client Portfolio Monitoring
    • Debt / Equity Research
    • Regular News updates
    • Client Portfolio Monitoring

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