PORTFOLIO REVIEWS SERVICES

Indian investors have hardly been exposed to owning equities as an asset class due to its volatile nature. Most out of the few who have been participating do not consider equity to be a true asset class and rather see it from the short-term orientation. It is natural for investors to be concerned about the value of their investments. However, as equity investing is risky, one should not consider investing in it with a view of fewer than five years. Equities, being volatile, carry a higher level of risk against any form of fixed income opportunities but it also has historically proved to be one of the best ways to grow wealth in the long run.
If you are a long-term equity market investor who believes in disciplined wealth creation from the stock market, Portfolio Advisory Services is “The Right Choice” for you.
Portfolio Advisory Services strongly believes that every investor is unique – in terms of risk profile, equity investment style, return expectations from the market, holding capacity, etc.
Trailing Trades strongly believe that wealth cannot be created overnight and hence conduct rigorous research and due diligence to curate a personalized portfolio that is tailored to your situation.

Portflio Reviews Has

Four Key Pillars

While choosing between many portfolio advisory services, it is important to partner with an expert that focuses more on wealth creation rather than wealth management.

Establishment of your investment objectives

Establishment of your investment objectives

Security selection

Ongoing performance review

Key Features Of Our Offering

Stock picking is based on Technical Analysis

The advice is customized to match your own risk profile

There is no lock-in. You are free to sell your stocks anytime you want, we review your portfolio and provide free rebalancing advice during the service period

We monitor your portfolio for corporate actions such as dividends, bonus and splits.

We keep you updated about the performance of your portfolio by way of regular updates.

And most important, Simple Fee Structure.

 

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