Financial markets offer tremendous opportunities to grow your capital. But managing your own investments can be an extremely daunting task. Deciphering the deluge of economic and corporate data,anticipating market trends, assessing the impact of socio-economic changes on your investments, searching for investment opportunities, conducting financial analysis, all adds up. Managing one's investments is a full-time affair that requires considerable time and expertise. During times of intense market volatility, it can be difficult to know what, if anything, you should do.

When it comes to investing your hard earned money, you need to partner with someone you trust, and one who will make your money work hard. The idea of Portfolio Advisory Services is to provide investment ideas to stay ahead of the risk-return curve and generate positive returns consistently over a period of time.

At Lemon Fundz, we have what it takes in helping our clients successfully build and preserve their wealth. We offer PAS to address varying investment preferences. As a focused service, portfolio share customized to suit the unique requirements of each investor.

>>  Benefits of PAS

Benefits of PAS  (Back To Top)

Professional Management: PAS is provided by qualified and professional investment managers with the objective to deliver consistent long term performance while controlling risk.

Continuous Monitoring: It is important to recognize that portfolios need to be constantly monitored and periodic changes should be made to optimize the results.

Risk Control: Lemon Fundz employs a qualified research team to establish the investor's investment strategy and executing it in the most optimal manner. This also helps in reducing the investment related risks up to significant extent.

Hassle Free Operation: The investment manager gives the investor a customized service. He takes care of all the administrative aspects of the investor's portfolio with a periodic reporting on the overall status of the portfolio and performance. These reports are related to the transactions made on their behalf, current holdings of the investment portfolio and realized Profits and Losses, to name a few.

Transparency: PAS provides comprehensive communications and performance reporting. Investors will get regular statements and updates from Lemon Fundz. The account statements will give investor a complete picture regarding the securities held on his behalf.

Customized Advice: PAS gives investors the benefit of tailor-made investment advice designed to achieve their financial objectives.

Personalized Approach: In PMS, investors may gain direct personalized access to the professional investment managers who actively manage his investment portfolio.

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