| Why Sushil Finance? |
‘Sushil’ Portfolio Management Service comes as an answer to those who would like to grow exponentially on the crest of the stock markets, with the backing of an expert. We will leverage our experience to be your steadfast partner on the financial waves. We at ‘Sushil’ measure our success through the success of our clients. Whatever is your requirement we will tailor your portfolio to your specific investment needs. At ‘Sushil’ we are fully invested in our clients.
We have a team of dedicated researcher who are wired to Dalal Street 24x7 (Suggest to change the wording); your personal Investment Relationship Manager will be constantly monitoring your investment graph. Periodic evaluation reports will be provided to you on a monthly basis. We will also cash in on market movements and make appropriate changes in your investments as and when the opportunity is ripe. |
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| Who can invest in your PMS? |
| Any Indian resident, NRI, PIO, Corporate Body, Partnership firms, HUF etc. who wants to invest money with intention of preserving and growing his capital in long-term may use our PMS. |
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| Is there a lock in period? Can one withdraw funds anytime? |
| There is no lock in period in our PMS; you can at any point of time withdraw your profits or the entire funds. However the ideal time frame is 24-36 months as equities outperform most other classes in long-term. |
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| How can one introduce initial corpus? |
| Initial corpus can be brought into the Portfolio management services by way of either cash and or shares. The initial portfolio of shares will be re-aligned as per our model portfolio. |
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| How will the investors be informed of the transaction? |
| The investor will receive a Transaction statement, holding statement, Portfolio Summary, Corporate action report etc. at the end of the month. At the end of each financial year an Audited Balance Sheet & Profit & loss account are provided to the client. Additionally, the operations team is available for any queries or clarifications. |
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| What services should we expect from your Portfolio Management Service? |
| More handholding from our portfolio manager than you have been accustomed to from your mutual fund. You can expect to have a personal relationship manager through whom you can interact with the fund manager at any time of your choice. You can also expect frequent interaction with the portfolio manager to discuss any concerns that you might have. |
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| What kind of returns can one expect? |
| Our primary objective is preservation of capital and prevention of any significant permanent capital loss. The whole stock selection process is geared to find investment ideas with a sufficient margin of safety, so that even a mediocre sale will fetch good returns. Conservatively one can expect annualised returns of 15-18% over next 3-5 years. |
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