Wednesday, August 4, 2021
NMBL manages portfolio of individual as well of institution based on predetermined wealth management objectives. We develop systematic and deliberate strategies that strike a balance between liquidity, risk abatement and growth of wealth.
Portfolio Management Service is all about implementing professional investment strategy in accordance with the investment objectives of different investor class ranging from individual to institutional level.
Discretionary Portfolio is an arrangement of an investment account in which portfolio manager makes the buy-sell, investment-divestment decisions of the securities without reference to the account owner (client) for every transaction. Under this service, NMBL purchases and sells securities on the behalf of the client to meet the risk-return profile and investment objective of client within agreed limits. Discretionary account suits for those investors who wish to deploy for their investable fund in the capital market relying on professional management
Under this service, we manage the account as per the direction of the client. NMBL suggests, notifies and gives instructions to the clients before taking approval for execution. For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment management service whereby we contact clients to advise and discuss investment matters.