Lump Sum Investment

Under Investment Advisory Services (IAS), we help to manage client equity investment, strictly abide by SEBI Investment Advisory Regulations. In lump sum investment, we create a long-term portfolio for the client based on periodic research reports sent to our clients. The buy/ sell calls are made after client permission is received. Investment advisory services provided as per the client risk profile. We aim to minimise the risk and grow the capital on the client investment. This scheme is designed on profit sharing model, profit is calculated at the end of financial year.

Why Pentad IA?

Our IAS is best suited for HNI and also retail clients who are unable to keep a track of equity investment on their own, and want to invest lumpsum. The portfolio is designed to suit your financial goals by a set of experienced investment managers, based on in-depth research.

  • Strong Risk Management
  • Better diversification of portfolio
  • Consistent/periodic rebalancing of portfolio to maximize profitability
  • Experienced and professional advisory team
  • Backed by strong research capabilities

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