Portfolio Advisory Service

Portfolio Advisory Services are for investors who need access to a high-quality wealth management advisory desk and research team but are comfortable making their own investment decisions. Under this service, our Wealth Management Service desk can only suggest investment ideas that match the assessed (and agreed upon) risk-reward profile for the investor.The choice as well as the execution of the investment decisions rest solely with the Investor.
To learn more about Portfolio Advisory Service, click here

Portfolio Management Services

Portfolio Management Service (PMS) is a tailor made professional service to cater to the investment needs and objectives of a certain investor class.It is ideally suited for investors who,

• Lack sufficient time to adequately monitor and manage a portfolio
• Lack sufficient interest and knowledge in the financial marketplace to obtain the desired result
• Desire Customized and Research oriented investment solutions
• Desire investment solutions that minimize emotion and manage risk
• Desire returns that are in sync with their risk profile (ability to take risk)

To learn more about PMS offerings, click here

Mutual Fund Advisory Services

Hedge Wealth Management Services can help you choose the mutual fund schemes that best suit your requirements. We can also advise you on redemptions, switch of units, etc according to variable market conditions, etc.

Purchase and redemption of mutual funds are now made easier through our online mutual fund purchase terminals and the mutual fund units can be held in your demat account. This allows for a faster purchase & settlement process and facilitates online viewing of your mutual fund holdings.

To learn more about Mutual Fund Advisory Services, click here