SERVICES

The Funds N Fund Portfolio Management Scheme-- Investing in Mutual Funds

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal.

The money collected is then invested in capital market instruments such as shares, debentures and other securities.

The income earned through these investments and the capital appreciation realized are shared by its unit holders in proportion to the number of units owned by them.

Thus a Mutual Fund is one of the most suitable investments for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost. The flow chart below describes broadly the working of a mutual fund.

Invest ment Advisory Portfolios

BLUE CHIP INVESTMENT

The scheme investing into large cap stocks and leader ship companies. Like Bwoolly Wood's Shahrukh Khan,  Beauty Worlds' Aaishwarya Indian Cinema's  Amitabh 

Indian Cricket's Sachin Tendulkar , Tennis's Sania Mirza, Lux in Soaps, Cadbury in Chocolates and Anil & Mukesh in Industry. Adwani in Indian Politics.

   Objective: To invest in Leading Companies. Large Cap Fund

Philosophy: Long term investment and Protective from down side risk. 

Prospective Investment Portfolio

The scheme is investing in Prospective sectors like upcoming and growth oriented IPOs equities, related papers and mutual funds.

Investment Objective: To invest in Initial Public Offers IPOs, equities and private equities funds or mutual funds etc.

India Advantage Portfoilo

The scheme is investing in sectors or stocks which are activly participating in INDIA Build like Infrastructure, Outsourcing, Software IT, Bio Technology, Oil and Gas, Roads and High ways, Telecom and Broas Casting Services, Media, Power, Irregations And Finance etc.  

Invest ment Objective : to invest in Equities, Private Equites funds, IPOs and Mutual funds etc.   

Opportunities Portfolio

The scheme is investing in Equities Stocks, Index, Commodities for long and short terms to take the advantage in systematic trading in related areas.

Investment Objective: to invest in index Derivatives and index spot equities in futures and options, commodities in futures contracts etc.

  Equities Research

The equities research is objective for investment long and short terms on the basis of Technicals and Fundamentals view of the market and stocks. 

We make equity research analysis and advice accordingly to our portfolio clients

We monitor the calls and advice timely.

Moving Average

Momentum

On Balance Volume

Franklin Bluechip Fund

SBI Bluechip Fund

Birla Infrastructure Fund

HSBC Advantage Fund

Franklin Flexicap Fund

Reliance Vision Fund