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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
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www.investmentclue.com