Fixed Maturity

Discretionary

The decision,choice, timing and the administration of the investment decisions rests entirely with the Advisor
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Investors

Non-discretionary

The wealth manager facilitates execution based on the final decision taken by the client
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Print

SMA

The client sets his return expectations under the defined investment environment. The Portfolio manager manages the fund in line with investors risk appetite and expectations.
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Financial services

Family Office

The Portfolio manager makes investment recommendations to the client. While the Portfolio manager plays the role of an advisor only, the client manages/builds his own portfolio
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Don’t Just Sign Here - L & T

Trust

The trust Structure protects and preserves all assets that form part of its corpus. The trustee is the legal owner of the assets with defined contribution for beneficiaries. The asset and income generated from the assets are used in the manner provided in the Trust Deed
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Can Football Make You A Smart Investor?

FP** (Goal Based)

It is to ensure that the right amount of money is available in the right hands at the right point of time in future to achieve the desired goals and objectives
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