The most adept investors recognize the important role that asset allocation, diversification and a long-term focus play in achieving investment goals. JSIL offers customized Investment Advisory Services (IAS) for all of our clients.
Such services centre around a structured investment advisory methodology to ensure that each client is provided with an investment package which takes into account their current and future financial requirements, investment experience, and risk tolerance. Based on the outcome of this exercise, clients will be recommended an investment strategy which meets the clients’ financial goals, time horizon and attitude toward investing.
These services are available for both individual investors and institutional investors.
Separately Managed Accounts (SMA)
Separately Managed Accounts (SMA) are personalized discretionary investment portfolios tailored to the specific needs of the account holder and managed by investment professionals. A discretionary SMA allows the investment manager to buy and sell securities at his discretion as permitted by the account holder.
We provide an easy-to-read quarterly report that details portfolio holdings, market value and performance, so you have confidence in knowing that your portfolio objectives are being met. Clients also directly receive confirmations, regular reports, and tax information of their account.
* Joint Investment Committee at the discretion of the customer
* Comprehensive MIS of portfolio investments, value and returns of funds managed under SMA
* Preferential brokerage rates on fixed income and equity transactions through associated concerns
* No sales load on investment in mutual funds managed by JS Investments Limited
These services are available for high net worth individual investors and institutional investors with certain minimum investment amount.