Portfolio Management

We extend personalized portfolio management services to our customers: individuals and institutions. We select an investment mix by matching investment to objectives and assessing the risk of a particular portfolio. As a result, the financial goals of our customers are always met.

At CBIL Capital, we use a transparent approach to investing your hard-earned money. You will always be consulted, advised and informed of all your investments. Thus, you have total control over your portfolio.

 

Discretionary portfolio management services to be rendered to a Client by the Portfolio Manager pursuant to the terms and conditions contained in the Discretionary Portfolio Management Services Agreement, where under the Portfolio Manager exercises absolute and unfettered discretion, with regards to the investment and management of the Assets of a Client.

 

Non-discretionary portfolio management services to be rendered to a Client by the Portfolio Manager pursuant to the terms and conditions contained in the Non- Discretionary Portfolio Management Services Agreement, where under the Portfolio Manager renders investment advice to a Client in relation to the investment and management of the Assets of such Client, and based on the instructions of the Client, the Portfolio Manager invests and manages the Assets of the Client.

 

Administrative Services: Under these services, the portfolio manager provides administrative facilities to the clients which include collecting of dividends and depositing it into clients Demat and/or bank account and filling application for any similar functions.

Leave a message