Investmentclue

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Investment Avenues

Real Estate Commodities Misc Debt Equity

Types of Investment Risks Systematic/Market Risks Non Systematic/Non Market Risks

Re-investment Risks Interest Rate Risks

Investment Avenues Transaction and Regularity services Other Banking Services Direct Equity (Portfolio)

Product

Obtaining regularity approvals, account opening, execution in POA, demitting of shares etc. (internet Banking, Debit Cards, Loan Products, Smart Serve)

(Direct Equity Products, Mutual Funds)

(Wide range of investible products including structured products.)

Financial Need Analysis Portfolio Review Investment Process Product Selection

Customer Profiting

Asset Allocation

Risk Monitoring Process Oriented Investment methodology

Investment Methodologies Top down and bottom up research with long term view

Potential investments Initial Due Elegance

Investment Committee

Preliminary Investment Memo

Formal Due Deligence

Negotiation and Closing

Contact Us Address: E-Mail Us: amit@goldenphoenix.co Call Us: +91 98111 65652, (011) 2649 5653 Office Address: 5H/2, 3rd Floor, Jungi House, Shahpur Jat, New Delhi – 110049

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