“Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” – Peter Lynch
We help you to rebalance your portfolio as per your risk profile and investment horizon.
The main features of Portfolio Restructuring are:
Customized advice – Every client gets unique insights on portfolio based on his risk profile, time period for investment and current market situation.
Holistic View of the Portfolio – We suggest portfolio restructuring across all the asset class which includes equity, mutual funds, fixed investments and insurance.
Diversification – Provides a detailed analysis on the positive/negative areas of your portfolio along with highlighting the sectors, stocks or schemes having over/under diversification.
Continuous Monitoring of Restructured Portfolio – Portfolio restructuring is the starting point for the investment journey, we help you to keep your portfolio in right shape by periodically reviewing it and making necessary asset re-balancing as per appropriate risk profile.