UHNI

Client had a held away portfolio of ₹25 cr+, heavily invested across PMS/AIFs and closed-ended funds.

Offered

We highlighted the importance of asset allocation as 100% of the portfolio was invested in equities / equity funds.

Deep-dive analysis of the entire portfolio.

Studied each underlying fund and highlighted the concerns wherever applicable.

Offered view on underlying securities of the funds.

Overlap analysis of securities across MFs/ PMS/AIFS held.

Client appreciated the importance of asset-allocation

Client realized that he had exposure to similar products through different platforms / managers.

Client realized that ~40% of the stocks held in the PMS/AIF were already a part of his top MF holdings.

Over the next few months, the portfolio was systematically rebuilt with higher transparency.

Evaluation and optimization of direct equity investments for improved future returns.

Client had a surplus liquidity of ₹200 cr from stake sale and the entire amount was invested in debt funds.

Single family office with investment corpus of Rs 250+ cr

Listed manufacturing company with treasury corpus of Rs 1000+ cr

Doctor having an Investment Portfolio of Rs 30+ cr