Portfolio Advisory

Portfolio Advisory is our core investment management service, offering actively managed portfolios tailored to your risk profile, investment horizon, and liquidity requirements. Performance is measured against your personal financial goals rather than a generic market benchmark.

This service is ideal for individuals and institutions seeking professional portfolio management while maintaining complete transparency into their investments. You always know what you own and why, while we manage the research, portfolio rebalancing, and ongoing performance reporting.

How It Works

1. Risk Profiling
   We evaluate your risk tolerance and financial capacity through a detailed questionnaire and one-on-one consultation.
2. Strategy Design
   Based on your profile, our advisors develop a personalized investment strategy with an appropriate asset allocation and investment mix.
3. Portfolio Implementation
   We execute the recommended strategy through your preferred custodian, ensuring complete documentation and transparency throughout the process.
4. Ongoing Review
   Regular portfolio reviews and timely rebalancing help keep your investments aligned with changing market conditions and your evolving financial goals.

Note: Portfolio Advisory is provided on a fee-only basis. String Services does not earn commissions from the investment products or instruments recommended.

What You’ll Need

• PAN card and completed KYC documentation.
• Minimum investable assets of ₹25,00,000.
• A completed risk profiling questionnaire.