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Non Discretionary Portfolio Advisory

Investing in Equities requires time, knowledge and constant monitoring of market place. For those who need an expert to guide their investments, non discretionary equity advisory account comes as an answer.

Financial Advisors deliver a full suite of services, including assessment of your current portfolio and rebalancing based on the objectives, investment advise and trade execution through Motilal Oswal Securities Ltd's trading platform.

The benefits of this account are :

  • An experienced team of non discretionary advisory service team ensure your portfolio is tracked, monitored and optimized at all times.
  • Investors are always consulted and informed of all the investment decisions and thus giving him total control of the portfolio.
  • Quarterly performance reports assist in evaluating the portfolio by comparing the performance of your investments to a benchmark.
  • Year-End Statement: A report summarizing all transactions and activity in your account that details capital gains and losses to help with tax preparation.

This is the first time I am using online tool in India. I have filed US tax using TurboTax , I would say your tool is on par with that. Good Job.

Yedhu Joseph, Collabera

I would like to highlight the excellent services offered by InvestAscent team to colleagues in Noida. Filing returns this time was much more comfortable.

Thanks to you and the team

Srividya Iyer

Manager - COO MIS & Performance Analytics , Barclays Africa

It has been a great experience this time out of my 16 years of IT filing. What a simple process indeed :)

Thanks to the team!!!!

N K Senthil

This is a very good initiative and it has helped. It has helped in saving time and very simple steps to be followed

Vadiraj Subbarao

Team Leader - OA Ops, Thomson Reuters