Customized Investment Plans
Our customised investment planning method assists our customers in creating a plan that is tailored to their specific requirements. This, along with a diverse portfolio of investment products and in-depth research, allows customers to achieve their investment objectives at various periods of their lives. Raavi uses an in-depth profiling approach to understand the risk profile. A proper asset allocation strategy is advised based on your risk profile, financial goals, and investment horizon. Based on the indicated asset allocation, we advocate investing in various asset classes such as debt, equity, and alternative assets. We keep track of your investments and keep you up to speed on how their performance affects your asset allocation. We assess your investment strategy over time as your financial goals change, keeping your requirements in mind.
Portfolio Design
Portfolio design is described as the customisation of investment needs provided by portfolio managers according to stated criteria. Individuals may use the designs to find the best investment alternatives according to their income, budget, age, holding time, and risk tolerance. This is mostly done by our Portfolio managers, who assess the investors’ financial needs and recommend an investment strategy that maximises returns while minimising risk. It is, to put it another way, risk reduction through diversity.
Advisory Role
Raavi provides equities stock advising services to investors that want assistance with their portfolios. We lead them via our unique PAS. In the first stage, we rearrange our clients’ existing portfolios. We believe in balancing the portfolio in terms of size and weight, thus we give different stocks and sectors sufficient weight. The idea is to invest in industries that have achieved leadership status and give them a stronger weighting. The wealth we produce for our clients is how we assess our success. All of the equities recommended to customers come from companies that are ethical and socially responsible. By reorganising and balancing the portfolio with the proper quality stocks, we hope to achieve good long-term returns that outperform the market over time. Advisory services help investors earn above-average returns in normal market situations and make time entry and exit decisions.
Portfolio Management
Raavi trades through their affiliated broker firms to monitor your investment portfolio and make the necessary modifications to guarantee that you receive the desired returns on your investment. PMS assists in maximising rewards while minimising risk. Portfolio Management services provide professional and financial portfolio management of your investments intending to generate consistent returns. With benefits like regular evaluations and excellent risk management flexibility, this service spares you of any monitoring headaches, making it a perfect OMS investing path for high net worth investors. Before implementing the best portfolio, PMS considers the client’s numerous restrictions, such as time horizon, tax implications, liquidity, and other special concerns.
Portfolio Accounting
Raavi provides customers with high-quality, timely, and easy-to-access information to assist them to manage their complicated custody demands while increasing efficiency and reducing risk. Throughout the investment lifecycle, our experience aids in the delivery of knowledge and solutions. Clients look to us to be a reliable partner in safeguarding and servicing assets all over the world. Our integrated technology is intended to make your job easier. We provide digital tools and solutions to help you gain a better understanding of your daily cash activities, transactions, and holdings, as well as the opportunity to effortlessly integrate data from our system into your applications.
Buying & Selling Of Investments
We create a portfolio of stocks, bonds, and other assets depending on your objectives through Investment Management. Our investment managers devise an investment strategy to achieve a client’s objectives and then utilise that approach to determine how to allocate the client’s portfolio among various investment kinds, such as stocks and bonds. The portfolio manager buys and sells those for the customers as needed, and oversees the overall performance of the portfolio. Raavi helps in investing in mutual funds, bonds, FDs and real estate that are suitable for investors who want to participate in a variety of schemes with varying goals but lack the time or experience to identify successful stocks. Professional management, lower transaction costs, diversification, liquidity, and tax advantages are all advantages of mutual fund investing.
