Portfolio Management
Surat Mortgagesis pleased to refer to you Portfolio Management Services from seven
reputed third party providers (fund houses / financial institutions), who, for a
fee, invest your money after scientifically analyzing the pros and cons of the various
options.
Personalised Advice
Experienced Fund Managers give you sound investment advice and strategies that help
you invest smartly. You get the best fund managers in the industry who craft customised
stock portfolios that work wonders. With PMS products distributed by Deutsche Bank
you get:
- More choice in terms of portfolios to suit individual client needs and risk appetite
- Ability to structure products that meet specific investment objectives
- Choice of alternate investment products that were traditionally available to the
very wealthy
Professional Management
PMS products distributed by Surat Mortgagescombine the benefits of professional
money management with the flexibility, control and potential tax advantages of owning
individual stocks or other securities. The Portfolio Managers take care of all the
administrative aspects of your portfolio with a monthly or semi annual reporting
on the overall status of the portfolio and performance.
Continuous Monitoring
The expert Fund Managers and research team keep a constant watch on your money.
The team of experts in these fund houses know exactly how your money is performing
through continuous monitoring. You, as a customer are always informed through:
- Communications that include relevant information on major market events
- Quarterly or semi-annual performance updates