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Attention Investors.." Prevent unauthorised transactions in your Trading / Demat account --> Update your Mobile numbers/Email IDs with us as your Stock brokers/ Depository Participants on the email id updation@sre.co.in mentioning your Client Code and DP Code. Receive alerts / information of your transactions directly from Exchanges / CDSL on your mobile/email at the end of the day...Issued in the interest of Investors. " "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."
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If you are planning to invest in stock market, you need to consider portfolio management services. A portfolio management service is a highly customized tool which helps in selecting the best, from the basket of investment options best suited for you in the current market scenario and also helps in managing the risk of investing in the stock markets.

At Sykes & Ray Equities (SRE), we follow one principle, ‘right solution for your precious wealth’, with an objective to maximize your wealth. We offer professional Portfolio Management Service (PMS) to our HNI clients, based on three fundamentals - knowledge-led people, best practice processes and world class investment solutions.

SRE has a team of experienced Portfolio Managers, who are equipped to design a customized investment portfolio across various investment opportunities like Equities, Fixed Deposits, and Bonds etc., in sync with your unique needs.

As we all know, portfolio management mainly depends on current economic factors and the characteristics of individual investors. Most of us, who have a passion towards investing in equity market, need to keep a track of their portfolio on a regular basis. Stock portfolio management is the process of managing your stock portfolios to get the maximum profit with minimum risks. It is considered a highly dynamic process, as re-evaluation of investment plans is done continuously whenever market value changes.

With years of experience and research expertise, SRE offers the best in class portfolio management services which includes:

  • Diversification of portfolio for hedging risk in equity
  • Risk profiling based on Investment Objective.
  • Reviewing and rebalancing the Investments.
  • Easy to understand investment philosophy
  • No entry load on investment
  • No lock in period for investment
  • Dedicated relationship managers

Investing in stock market have a certain degree of risks and the returns are not evenly distributed. That is why it is important to have a diversified equity portfolio with long term horizon.

At SRE India, we bring together a comprehensive knowledge base with over two decades of experience to offer best Portfolio Management Services (PMS) for our clients. Our dedicated Portfolio Managers design personalized investment strategies for our clients by listening to them and understanding their financial goals and objectives.

Every individual has their own specific financial objectives and expectations based on their risk taking capabilities. If you are planning to invest in equity, all you need to do is to define investment objective of Stock portfolio management, which involves activities that help investors in reducing risks in investment. A balanced equity portfolio management ensures optimum use of money in different stocks based on micro and macro scenario of companies. In short, it is the art of optimizing assets and raising the worth of a portfolio.

At SRE, we help you in taking the best investment decisions.

Benefits at SRE India

  • Outlook and updates on specific sectors
  • Daily, Weekly and Monthly performance reports and recommendations
  • Fund Managers view on various investment avenues like Equities, Debts, Bonds etc.
  • Dedicated Fund Managers for fund related queries
  • Centralized help desk for hassle-free servicing

Managing investment portfolios is a complex process, and especially if you are new to the stock trading, you need to hire portfolio management services firm that can manage your funds properly and understand the market strategy as well. At SRE, we offer some of the investment solutions which cater to the financial needs of high net-worth clients.

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