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 broad services under its portfolio management services, namely:

·         Discretionary,

·         Non-Discretionary Portfolio Management Services and

·         Custodial 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 offers various products based on Discretionary portfolio management services,namely:

 I.      Sunrise Large Cap Portfolio
II.      Sunrise Value Portfolio
III.     Sunrise Multi-Bagger Portfolio
IV.     Sunrise Growth Portfolio
 V.     Sunrise Income Portfolio
 

2.       Non- Discretionary Portfolio Management Services:

Under these portfolio service, we will be advising our clients on recent market trends and the strategies to be adopted to capitalize the market scenarios.
The choice remains within our customers whether to be in line with the strategies or develop his/her own strategies.
Regardless of whichever strategies s/he wants to work on, we will then work on their behalf to implement those strategies.

3.    Custodial Services:

Although we feel competent enough to manage our portfolio, we have been facing the several issues regarding applying for the Right Shares Issue, collecting the cash dividend, dematerializing the owned securities .Hence, to eliminate those issues and make our customers portfolio work efficiently, we “Sunrise Capital” have started to provide Custodial services so that on behalf of our customers we will be applying for the right shares, collecting the cash dividend and dematerializing the owned securities. Moreover, we will also be notifying our customers on the recent IPO/FPO and the Auctions.