Scheme recommendations are usually solutions to specific financial goals. Portfolio selections are implemented only after ascertaining client goals, preferences, financial conditions and ability to bear risks. System aided tools aid in construction and subsequently analysing and monitoring client portfolios.
Selection of best Funds
At Sudipta Sengupta, we believe our first job is to control risk of clients and then generate alpha for them. We also believe Best Fund recommendations are largely a myth and one size need not fit all. To select few funds among thousands available we carefully consider several factors where past performance often comes last.
Recommendations for the Mutual Fund change over time, and the current investments need to be withdrawn from old funds and reinvested regularly into new funds. The Portfolio Re-balancing feature at Sudipta Sengupta does all of this and more with a button-click. Portfolio Re-balancing will be done on an annual basis or on the requirement basis.
Why choose us?
“Investing is simple but not easy” – Warren Buffet. We make it easier for you by providing simple solutions, back it up by quality after sales support and stay the course.
At Sudipta Sengupta, your Relationship Manager is your after sales support manager and will not request fresh investments in lieu of services offered.
You will find us when your investments mature or need to be redeemed as much as when you bought them. We shy away from sales targets instead focusing more on lifetime value of clients.
Online Investment Platform
Transactions with us will be largely online. You will be empowered to independently transact on your mutual funds. Additionally, through web login and mobile app you can track your investments and investment related information 24 x 7
Our clients will continue to receive regular detailed reports related to their investments and benefit from our MIS. This will help them make better choices and enhance portfolio quality.