Portfolio Management Distribution
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Why choose us for Portfolio Management Distribution
At Latin Manharlal Securities, we take immense pride in serving our customers to the best of our ability, working round the clock to deliver them optimum and tailor-made financial solutions, enabling them reach their specific investment goals keeping in the mind their individual risk appetite. Our seamless, high quality, personalized and reliable services, distinguishes us from our industry peers, helping us earn the trust and loyalty of our esteemed clients. It is this very trust that keeps us motivated to continue to serve our customers in the best possible manner. With more than two decades of experience in financial markets, our Portfolio Management team has expertise in creating high-growth & minimum risk portfolios, reviewing & rebalancing them, enabling sound wealth management.
Our Portfolio Management Philosophy
In association with Val-Q (Value in Quality) Investment Advisory Pvt Ltd, which holds a SEBI license to carry out Portfolio Management Services (PMS), we strive towards value creation for our clients, by investing in good quality Indian companies, after undertaking rigorous financial & investment analysis.
Disciplined Investments, Client Centric approach & a strong belief in a ‘Win-Win Situation’ defines our Portfolio Management philosophy.
Our Model Portfolios include the Val-Q Large –Cap Blue Chip Fund that is geared towards long-term capital appreciation by identifying 20-25 large caps with emphasis on companies having stronger balance sheets and excellent market positioning. Similarly, for designing the Val-Q Mid-Cap High Quality Fund Portfolio, we pick 25-30 mid/cap small cap stocks having strong fundamentals than can generate high returns.
So come, choose us to be your companion in your investment management journey, and we will help you accomplish your dreams.