Moneyedge works in association with Motilal Oswal, 4-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards. With over 30 years of experience in wealth creation, this association is driven by a strong philosophy of ‘Solid Research and Solid Advice’.
Proven processes
Strong and Active risk management
Growth strategy
Diversification of portfolio for adequately spreading equity related risks.
Constant monitoring
Active and regular monthly review and portfolio rebalancing
Proficiency
Experienced and Professional fund management team
PMS or Portfolio Management Services are a professional way of managing your investments with a single key objective – consistent returns.
The consulting teams at Moneyedge work with a comprehensive network of financial experts and economic authorities to offer you important market insights, technical and investment know-how, and a systematic methodology to serve you in the best possible way.
We understand that every client has different needs – from building a sustainable portfolio, to investing in your child’s future, to a change in your career, to planning your retirement. We are always alongside you in every single financial advice you need.
With our holistic approach, taking into account both the objective and investment choices of our clients, we identify a plethora of risk-based competencies in order to transform and help them sustain their financial performance.
Moneyedge offers the best-in-class services for you to gain consistently over a period of time. With our commitment towards you, you can rest assured that we will take care of all monitoring hassles including regular reviews and strong risk management flexibility, and make PMS an ideal investment avenue for high net worth investors.
Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.
The Strategy is an investment style wherein we buy undervalued stocks & sell overvalued stocks, irrespective of index movements.
The NTDOP aims to deliver superior returns by investing in focused themes which are part of the next trillion dollar GDP growth opportunity.
The Strategy is an endeavour to capitalize on the themes of Consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.
The IOP focuses on capitalizing on this growth by investing in companies which are expected to grow along with India and meet our unique investment philosophy of QGLP.
The Strategy is a multicap one, with exposure across market segments such as Large Cap, Mid Cap & Small Cap, in order to take advantage of different market trends.
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