Wealth Management Services

TCCL is a registered portfolio manager with SEBI. TAIB India has been in the equity market for considerable time and has been advising international investors on various issues. Under Wealth Management, TCCL provides advisory services to TSML and the Everest Fund. With the help of TCCL Wealth Management, both TSML and the Everest Fund have captured the exponential growth of the equity market. TCCL Wealth Management has also been ensuring positive performance of both of these funds in the downturns of the market.

Apart from advising international investors, TCCL also looks after the fund management of domestic investors. The services provided are:

Services offered by Wealth Management

Discretionary
Non-Discretionary
Investment Advisory Services-IAS

Investment Methodology for Wealth Management

· Understanding the unique profile of investors

Expected returns, Risk appetite
Time Frame
Construction of Portfolio based on profile
Dynamic Asset Allocation

A customized portfolio is prepared for each client based on risk-return profile.