Portfolio Design

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.

portfolio-design2
Selection of best Funds

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.

Selection of best Funds

Portfolio Rebalancing

Recommendations for the Mutual Fund change over time, and the current investments need to be withdrawn from old funds and reinvested regularly into new funds.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.

Portfolio Rebalancing

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.

Why choose us
Why choose us

Dedicated Manager

At Sudipta Sengupta, your Relationship Manager is your after sales support manager and will not request fresh investments in lieu of services offered.

Long-Term Relationship

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

Regular Reporting

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.

Request a call Back

Request a call back

Invest with a Purpose

Wealth Creation

Wealth Creation

It helps you visualize the amount accumulated with a Regular Investment at a specified rate

Child Future Solution

Child Future Solution

It helps you plan for the future expenditure of your child's higher education

Children Wedding

Children Wedding

This planner helps you see the future expenditure which would be incurred at the time of marriage

Retirement Solution

Retirement Solution

This planner helps you see the future expenditure which would be incurred

Client Testimonials

Open chat