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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
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