Private Client Services

Equity Advisory Services offered by our Private Client Group

We have a highly experienced, qualified advisory team which caters to your investment requirements. Our equity advisory desk is equipped to assist professional traders as well as long-term investors. Our team of professionals with a proven track record in primary and secondary capital markets has been through numerous markets cycles and has a deep understanding of the markets.

Approach based on the bedrock of strong Fundamental & Macro-Economic Research

For investors, we provide value ideas based on fundamental and macro analysis. Our reports cover stocks, sectors, strategy, economy and commodities, with an in-depth analysis which empowers the investor to take an informed investment decision.

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Portfolio Diagnosis

  • Analysis of existing portfolio.
  • Recommendations on stocks owned with what to Hold, Sell and Add
  • Allocations of cash generated by sell recommendations into quality stocks after considering the existing sector allocation.
  • Further if required, realignment of your portfolio based on model sector weightage.

Continuous Review

  • Update any important event which invalidates investment thesis.
  • Review portfolio after quarterly results to see and update whether your stocks performing as per expectations.
  • Allocations of cash generated by sell recommendations into quality stocks after considering the existing sector allocation.
  • Mail along with meet or call will be done to ensure proper communication from our end.

Interaction & Collaborated process

  • We ensure that your portfolio is given ongoing attention. Your Relationship Manager or Equity Advisor will mail all important updates along with a meeting or a call.
  • For ease of clients, they can give intructions to either the Relationship Manager or Equity Advisor and we will take care of execution of trades.

Offerings for a Trader:

Our Service offerings suit every client genre catering to different equity investment and trading styles.

Spectrum of Research:

1. Strategies based on Fundamental & Macro-Economic Analysis

For long-term investors, we provide value ideas, fundamental and macro analysis. Our reports cover stocks, sectors, strategy, economy and commodities with an in-depth analysis that empowers the investor to take an informed investment decision.

2. Strategies based on Technical Analysis

Technical ideas are recommended based on important oscillators like Relative Strength Index (RSI), Stochastic Oscillator, Moving Average Convergence Divergence (MACD) and other indicators to identify support and resistance areas. It also assists in identifying buy and sell levels. Reports include Index Analysis, Intra-day reports, Techno-Fundamental ideas, etc.

3. Strategies based on Derivative Research

Strategies like writing call option against the existing holdings to reduce the holding cost, Cash & Carry Arbitrage, Reverse Arbitrage strategies, Ratio Spread, Butterfly Spread, Straddle, Strangle etc. are recommended.

4. Special Situation Strategies:

Strategies to benefit from corporate action and special situations such as Mergers and Acquisitions, Buybacks, Delisting, Special Dividend and Bonus stripping opportunities are offered.

Support System:

We offer our clients a multi-level support system and a problem-solving hierarchy for a hassle-free investing experience

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