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“Someone’s sitting in the shade today, because someone planted a tree a long time ago.” -Warren Buffet
Comprehensive and holistic, our Wealth Advisory and Portfolio Management Services are personalized and result oriented. Based on sound research and backed by our rich experience, we combine both the art and science of investing.
We spend considerable time getting to know our clients’ needs, circumstances and goals. Client profiling creates the risk-reward structure allowing for optimal asset allocation. Strategic Asset Allocation is done across various asset classes such as equity, debt, alternative investments, insurance etc, to ensure that our clients get higher risk-adjusted returns. Tactical Asset Allocation helps clients take advantage of variable market conditions, allowing for higher gains based on dynamic investment decisions.
Our exclusive Wealth Advisory and Portfolio Management Research team provides the ground for sound investment advice. We strive hard to continuously better and customize our offerings while creating wealth for clients.
Registered with SEBI as a Portfolio Manager, our Discretionary Portfolio Management product – Dalmia Crest, seeks to generate returns by investing in companies that could offer sustainable long term earnings growth and are available at reasonable valuations, as well as by actively exploiting short term investment opportunities from time to time. The portfolio attempts to optimize returns and risk by diversifying its holdings across stocks of varying market capitalizations, themes and sectors.
Minimum corpus:
  • Resident Individuals, HUFs, Partnership Firms : Rs. 5 Lakhs
  • Non Resident Indians (NRIs), Corporates : Rs. 10 Lakhs
Equity Broking   Currency Broking
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