Introduction

The creation of an investment portfolio best suited to your needs arises from deep research and understanding of the various products available. You may have a fair idea of which asset classes and product types interest you, but you will need to further choose from various schemes under each product type and then execute them. Given the volume of choices available in the market, many investors appoint an investment firm with Professional Financial Planners to handle these activities.

RESEARCH CAPABILITY

Evaluating investment products involves assessment on its own merit and then in comparison with competing products. This is easier said than done as products that are seemingly different will still need to be evaluated due to similar risk-return profiles or underlying features. It becomes important to have access to research that concisely sums up products based on your risk tolerance and return objective.

RESEARCH MODEL

  • For your understanding, here is an example of how The Legal Bankcarries out mutual fund research on a set of equity schemes:

  • 1. Execution

  • Execution is an art of getting things done in the manner that it gives the desired and planned returns. After the analysis and advisory come to the next task of executing the investment plan with a strict discipline and expertise.

  • In this scenario, you will benefit the most with a dedicated team of managers who will take care of all your paper-work, assisting on banking, and co-ordination with various fund houses & follow-up with all regulators ensuring that the compliance requirements are taken care of.

  • A. Account Manager

  • Your account manager is someone who has a complete understanding of your risk profile and attitude towards risk. Our Account Managers have a strong understanding of your investment objectives. The recommendations made by Team The Legal Bankare after considering your risk appetite, Time horizon, Returns Expectations, Liquidity, Current Portfolio and asset class allocation & Tax planning.

  • B. Service Manager

  • The Service Manager will enable seamless handling of the backend and operational requirements. This will keep your investment process hassle-free and paperless wherever possible. He will regularly follow up on operation requirements with various manufacturers and others to keep up a smooth process.

  • As a client, you’ll have access to our latest research from all mutual funds across India, from equities to fixed income and commodities.

  • You can become our partner for excellent results in your firm for research. Thelegalank is working in Jaipur, Dehli, Mumbai, Bangaluru, India, France, Asia Pacific and all over the world.

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