Every investor doesn’t fancy the idea of participating in the marketing directly to reap the benefits of their securities. Such investor shake hands with the investment instrument called mutual funds.
In mutual funds, an investor’s money is managed by professionals who are well-versed in the stock market. This takes away the stress of researching and analyzing from the investor and also saves their time.
Mutual funds could differ on the basis of the requirements and objectives of the investor. SRE distributes different types of such funds and some of them are Open & Closed-ended funds, Tax saving funds, Equity funds, and Growth funds etc.
Mutual funds are often considered safe as compared to other investment options because of the variety of choice of exposure to different asset classes and sectors according to the risk profile.
Here are the benefits Mutual funds would give you when you’d work with SRE:
Diverse Portfolio: As there’s a wide diversity of options - Equity funds, bond funds, sector funds, money market mutual funds and balanced fund, to name a few - it gives investors an opportunity to build a diversified portfolio even with small investments.
Managed professionally by SRE’s highly skilled and qualified professionals: The funds of the investors are managed by professionals that invest according to the objective and risk profile.
Relatively safer investments: Although it goes without saying that mutual funds are subject to market risks, yet, it’s often a safer mode of investment.
SRE has a dedicated mutual fund desk which allows us to put special attention and focus on each of our client’s investments. We take pride in our team’s excellent track record in terms of client satisfaction and offering them personalized investment plans that are tailored to their preferences.
Margin trading in the stock market refers to the scenario in which you can more stocks than your budget allows. Which means, for instance, let’s say a stock’s value is X=A+B, where A and B are different stock prices. And suppose you only have B amount. Margin trading allows you to buy X by lending you an amount..
The process of attaining the benefits of marginal trading involves opening a margin account first. And more importantly, there’s a certain amount that you must pay to your broker upfront, which is called minimum margin.
Margin trading has a lot of offerings that entice investors. Some of those benefits are:
Flexibility in trading: Buying stocks that are over your budget give you the advantage of reaping the benefits of timely opportunities that the market presents.
Convenient financing option: You could finance as per your needs without the need for extra paperwork.
Diversification: In case you hold a concentrated stock position, margin trading could diversify your portfolio.
By thoroughly analyzing your investment appetite and your financial situation, SRE team would provide you counseling regarding the capacity of marginal trading that would keep your boat smooth-sailing without any potential danger.
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Annual Day Awards 2020
MD @Kotak AMC Ltd
Mr. Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and market related investments. He has also recently become the Chairman of AMFI. He has co-authored book on Financial Planning called "A Direct Take"
Director @Sykes & Ray Edupro
Kirtan is a Wealth Manager, YouTuber, Corporate Trainer, Alumni IIM C. He is a serial entrepreneur running businesses in the areas of, Financial Planning & Financial Education with a decade plus of enriching experience in Treasury Management, Financial Planning & Financial Training
Research Head @Sykes & Ray Equities
Work Ex- Equity Research Analyst, 20 Years of Work Experience. Appear on Business News Channels, Writes For Business Magazine. Guest Lectures & visiting faculty at B-Schools. Conducts Technical Analysis Training Program & Investor Awareness program across India.