Invests only in Indian listed-equities, or equity-related instruments across all market capitalization.
No investment in third-party products except for money-market mutual funds or ETFs.
No lock-in (Recommended investment horizon 5 years).
No entry- or exit-loads.
All trades are executed in clients’ name, we do not operate under a POOL SYSTEM where trades are executed in the PORTFOLIO MANAGERS name and then allocated to the individual’s clients.
All assets held in the name of the respective clients (Cash in every client’s unique banks account and shares in every client’s unique depository account), in accounts in India, settled by a reputed custodian. https://www.orbisfinancial.in/about-us/our-team/
Fee structure – Either Fixed or Performance-linked.
Clients can access portfolio on custodian’s website along-with their complete books of accounts.
Monthly reporting of portfolio. Clients can access portfolio on custodian’s website.
