Portfolio Advisory Services
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Portfolio Advisory Services

Backed by cutting edge research, IFM offers Model Portfolio, a premium Portfolio Advisory Service, to provide Equity Advisory Services to our esteemed clients. Based upon the specific needs you have and the stage of life you are at, we develop a risk profile for you and assign a specific portfolio type for you based on one of the following themes: Conservative / Balanced /Aggressive / Super aggressive / Dividend yield theme which is reviewed on a monthly basis, 

Model Portfolio focuses on themes which have a future growth potential and aim to beat the benchmark, which is the Nifty, through concentrated holdings and by maintaining a low turnover. We engage in Fundamental as well as Technical Research of the CNX 500 companies and take positional calls to deliver maximum returns for our investors. We have the most comprehensive corporate database tool (Ace Equity) for Indian companies more than 7000 listed and unlisted Indian companies. On the technical side we study weekly and daily charts using Metastock and come out with Weekly Market Calls. We analyze company data and charts based on client requests and present the final report. We also maintain and manage various portfolios based on the client objectives.