Portfolio Management

In today’s fast moving world it is not at all possible or prudent to do all personal investments on your own. One can't keep pace with the quick moving markets and data stream on an everyday premise. This is where a Portfolio Manager like Sunrise Capital comes into the picture. Sunrise Capital Portfolio Management team keeps track of the markets on a daily basis and has at its disposal a lot of information and analytical tools which an investor would not normally have access to.
Sunrise Capital’s PMS services offer a range of tailor-made solutions to suit every portfolio size and investment objective. Sunrise Capital offers two broad services under its portfolio management services, namely:

·         Discretionary, and

·         Non-Discretionary Portfolio Management Services
 

1.      Discretionary Portfolio Management Services:

 Under Discretionary, Sunrise Capital’s Portfolio Management team will develop Client’s Investment Policy Statement (IPS) and under these IPS guidelines, the team will solely manage the funds of the clients. Sunrise Capital provides four types of discretionary portfolio management services.

2.       Non- Discretionary Portfolio Management Services:

 For those clients who wish to appreciate a more prominent level of cooperation in the administration of their ventures, we offer the non-discretionary investment management service whereby we contact customers to exhort and examine investment matters. The choice as well as the timings of the investment decisions rest solely with the Investor. However the execution of trade is done by the portfolio manager.