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Define Investment Objectives
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Risk profiling
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KYC documentation
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Equity Portfolio recommendations based on client risk profile and market conditions
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Rationale & philosophy behind the asset allocation & stock selection explained to
client
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Client shares execution details with Purnartha
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Purnartha updates “Performance Tracking platform”
- Purnartha has no control on your demat/ trading account
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Portfolio performance review meetings
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Daily portfolio summary e-mails
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Daily morning heads-up (market outlook, global market summary, news impact)
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Daily monitoring through Purnartha tracking platform
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Purnartha team recommends BUY/ SELL based on research input
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Relationship Manager in touch with clients through phone/ e-mail
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