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Investment Avenues

Real Estate

Commodities

Misc

Debt

Equity

Types of Investment Risks

Systematic/Market Risks

Non Systematic/Non Market Risks

Re-investment Risks

Interest Rate Risks

Investment Avenues

Transaction and Regularity

services

Other Banking Services

Direct Equity (Portfolio)

Product

Obtaining regularity approvals, account opening, execution in POA,

demitting of shares etc.

(internet Banking, Debit Cards, Loan Products, Smart Serve)

(Direct Equity Products, Mutual Funds)

(Wide range of investible products including structured products.)

Investment Process

Financial Need

Analysis

Customer Profiting

Portfolio Review

Product Selection

Asset Allocation

Risk Monitoring

Process Oriented

Investment methodology

Top down and bottom up research with long term view

Investment Methodologies

Potential investments

Initial Due Elegance

Preliminary Investment

Memo

Formal Due Deligence

Investment Committee

Negotiation and Closing

Address: E-Mail Us: amit@goldenphoenix.co

Call Us: +91 98111 65652, (011) 2649 5653 Office Address: 5H/2, 3rd Floor, Jungi

House, Shahpur Jat, New Delhi – 110049

Contact Us

www.investmentclue.com