Smart and Secure Portfolio Management Services

If you are looking at maximum returns for your investments, you don't have to worry any more as we provide you with our expert services. With minimum possible risk within a set time frame, you can ensure that your investments reap optimum returns.

Why Fullerton Securities Model Portfolio

At Fullerton Securities, we carry out extensive research and processes to design a Model Portfolio that capitalises on the India growth story.

For an individual investor, it is tedious to study stocks and invest in them in a way that he/she achieves benefits of diversification without sacrificing returns. Also, after investing, it is important to track the portfolio stocks and rebalance them in order to maximise returns.

Through our dynamic asset allocation strategy, discipline and diligence, our portfolio management services aim to meet your investment objectives with longer holding periods and reduced investment risks.

Each model portfolio consists of 15 to 20 highly rated stocks carefully chosen from a universe of 1700 stocks, to ensure lesser fluctuations as compared to individual stock.

These portfolios have been designed keeping in mind key factors like:

• Time horizon
• Risk appetite
• Returns expected
• Indices to which they are benchmarked
• Volatility of the stocks

Our team of experts relentlessly searches for the right sectors, right companies and application of the right balancing technique to deliver consistent returns.

Take a look at the 3 types of Model Portfolio customised to suit your investment needs

• Conservative Model Portfolio: For a stable income stream with reasonable levels of capital growth at minimum risk, this portfolio is built around India's consumption, asset creation, financial inclusion and technology story.
• Moderate Model Portfolio: For portfolios that require an intermediate risk and return portfolio providing moderate capital appreciation along with a steady income stream.
• Aggressive Model Portfolio: Higher capital appreciation although coupled with higher volatility can yield higher returns on a longer investment time frame.

Moreover, we believe that the success of Portfolio Management hinges on periodic review. All the recommended stocks in sectors across different portfolios are subjected to close scrutiny, thus giving you holistic investment solutions.