Your browser is currently set to block JavaScript. You need to allow JavaScript to use this service.

Premium Client Servicing

In today's complex financial environment, investors have unique needs, which are derived from their risk appetite and financial goals. But regardless of this, every investor seeks to maximize his/her returns on investments without capital erosion. While there are many investment avenues such as fixed deposits, income funds, bonds, equities etc… It is a proven fact that Equities as an asset class typically tend to outperform all other asset classes over the long run.

Investing in equities, require knowledge, time and a right mind-set. Equity as an asset class also requires constant monitoring may not be possible for you to give the necessary time, given your other commitments.

We at Swastika recognize this, and manage your investments professionally to achieve specific investment objectives, and not to forget, relieving you from the day-to-day hassles which investment require.

Swastika Investmart Ltd with more than 1.5 decade of experience & expertise in stock broking and equity research offers professional investment management product to our premium client groups.

When you invest through our premium client services, you can be assured of the best research being used for the investment decisions. We have experienced finance professionals – Chartered Accountants, Chartered Financial Analysts, MS-Finance and MBAs all working just to make your money grow steadily in a disciplined manner.

Who is it for?

Our premium client groups investment management service is well suited for any person or body corporate interested to make an investment of at least Rs. 25 lacs in equity markets and even High Networth Individuals, who enjoy the following:

  • Investing in Indian equities
  • Desire to create wealth over longer period
  • Taking professional advice for best outcome

Products

On the basis of current market trends, their future outlook, client’s risk appetite and financial goals we keep generating investment decisions at Swastika. We currently offer following schemes for managing your investments.

  • Swastika Platinum PCG Services
  • Swastika Gold PCG Services

Benefits Of Premium Client Services

  • Professional Management The service offers professional management of your equity investments with an aim to deliver consistent return with an eye on risk
  • Convenience Our Premium Client Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments, at your door-step
  • Constant Portfolio Tracking We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
  • Transparency You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login, will enable you to access details of your investment on click of a button.

The following reports/help is available online :

  • Portfolio Holding Reports
  • Transactions Statements
  • Discussion with Principal officer

Personal Discussions With Principal Officer

Our Principal Officer will help you carefully understand your financial goals and advise you the right product mix. He shall bestow personalized service and ensure that you receive periodic updates, and account performance reports without any hassles.

To know more about investing through PCG Services, write to: pcg@swastika.co.in or call: +91-731-6688024 & 6688016.

Swastika Investmart Ltd.
Group : Member of NSE, BSE, MCX, NCDEX, MCX-SX & DP:CDSL & NSDL

SEBI Regn. No. : NSE - INB/F/E 231129736, BSE - INB/F 011129732, MCX-SX - INE 261129736, INB/F 261129739, NSDL - IN-DP-115-2015, CDSL - IN-DP-115-2015, FMC Regn. No. : NCDEX- NCDEX/TCM/CORP/0832, MCX - MCX/TCM/CORP/1419, Merchant Banking : INM000012102

Copyright @ 2015 © Swastika Investmart Ltd. All Right Reserved

Designed, developed and content provided by DionLogo


Issued in the interest of investors: Prevent Unauthorised transactions in your trading and Demat account. Update your mobile numbers/email IDs with Swastika Investmart Ltd.. Receive alerts and information of all debit and other important transactions in your trading and Demat account directly from Exchange/Depository on your mobile/email at the end of the day. KYC is a onetime exercise while dealing in securities markets. Once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."