Portfolio Management Services
At Siddhartha Capital, our professional team of experts combines their talent and experience to create a portfolio to match your need and attitude to get the best possible return. We provide a range of portfolio management services to suite our clients’ varying needs. These services relieve you of the administrative burden of personally managing your investments and provide with ongoing professional management aimed at enhancing your portfolio performance.
Our services include:
Creating well-diversified Portfolio
Tailored Product as per clients’ need
Professional Management
Continuous Monitoring
Continuous Advice
Clear Reporting
Individual Clients
A. Discretionary Portfolio Management Service
Discretionary Portfolio Management is where investment decisions are made by portfolio managers at Siddhartha Capital and implemented immediately. This service is managed personally, allowing your investment objectives to be respected. Discretionary Portfolio Management is a very popular option for clients who wish to have their investments monitored on a daily basis without being tied to the market themselves. All securities are held in a segregated nominee account and are actively managed by team of professionals at Siddhartha Capital. There is also a significantly reduced amount of paperwork compared to an advisory service, however you will receive valuations sheet and report on the performance analysis on demand.
1. SCL Growth Portfolio
SCL Growth Portfolio is a customized investment product aimed at those investors willing to achieve higher return at higher level of risks. This product invests in a well diversified portfolio of equities that have premium valuation, with a promise that they justify the premium over a period of time. If you are less risk averse and willing to achieve higher level of return, this product is the right choice for you.
Portfolio Composition
90% in growth stocks
10% in liquid investments
