Services

Portfolio Advisory

PF / Pension / Gratuity Advisory

Adhere to the 3 basic principles of investing:

1

Safety

2

Liquidity

3

Returns

  • Timing the market effectively by taking a view on “What”, “When” & “Why”?
  • Take a long term view on the market
  • Optimize the risk-adjusted returns of the portfolio
  • Building & Maintaining a portfolio that will show sustainable returns over a period with low risk.

Data Collection

  • Populate the portfolio tool with the data
  • Calculate the various criterion like
    • Category
    • State
    • Institution
    • Credit Rating
    • Maturity Profile
    • Yield Analysis
  • Discuss results
  • Finalize the investment policy
  • Appointment of Intermediaries

Portfolio Analysis

  • Populate the portfolio tool with the data
  • Calculate the various criterion like
    • Category
    • State
    • Institution
    • Credit Rating
    • Maturity Profile
    • Yield Analysis
  • Discuss results
  • Finalize the investment policy
  • Appointment of Intermediaries

Transition & Advisory

  • Follow the Investment Policy every month
  • Market Outlook discussed
  • Security selection & Market timing monitored
  • Pre-Investment update
  • Actual Investment guidance
  • Post Investment update

Reporting & MIS

  • Accounting, Actuarial & Portfolio Valuation, Reconciliation Assistance
  • MIS Provided on regular basis with respect to
    • Fund Profile
    • Category Matching
    • Cash Flow
    • State
    • Sector
    • Issuer
    • Rating
  • Year end Reports

Co operative Banks Advisory

The Co-operative Banks and Co-operative societies are playing a vital role in Co-operative business & banking arena in a non-Corporate space in India. However, today they are facing stiff competition from Private/Public Sector Banks & Private Corporates. Whether it is an Organization or a Bank, which has focus on core activities will only be able to out-perform and be able to meet with the competition.

Today, Co-operative sector is facing the scarcity of dedicated resources & talent pool to meet with their many functional requirements including treasury operations, credit appraisals, valuations & other advisory services etc. In such cases, the best option available with the Co-operative Banks / Institutions is to outsource the non-core functional area & the area where they lack expertise, as this will also enable them to get benefit of the functions done from specialized & experienced agencies, reduction in cost & burden.

Here we have our role to play and we can definitely add value to the organization like yours. We “Tipsons Group” are one stop financial advisory / consultancy services conglomerate having PAN India presence having sound presence in all verticals of financial advisory/consultancy services both in Debt & Equity markets.

Corporate Advisory

Corporate Investment Advisory Group provides treasury management services to corporate treasuries through a team of dedicated investment advisors. The research teams continuously track global and local markets for providing investment ideas and market updates to corporates. We provide transaction support including Strategy, Mergers & Acquisitions, Funding, Joint Ventures, etc. We partner with organizations to provide you end to end support for your transactions.

Our approach is to work “Outside In”. The objective of this approach is to provide a fresh perspective of an outside, while working with the management of the company as an insider to achieve the client organization’s objectives.

Through our partners, we help the customer in tax planning, structuring and company formation.

What we do?

Assess the short term surpluses with the corporate and suggest options for tax-efficient avenues for parking the funds with a mix of short to medium term investment options.

We represent companies both on the buy and sell side for transactions. We help on both domestic and cross border transactions. We strive to provide end to end solutions to the corporate.

Portfolio Management

...

Financial markets these days are characterized by increased volatility and strong links to various domestic and global factors. Managing one's investment portfolio has today become a very complex task requiring constant monitoring and active management.

Tipsons provides personalised advisory services to its clients. We have a team of experts who constantly advice stocks with an objective to carefully manage risk & bring in discipline into investment management. Our focus & strategy is to identify undervalued stocks and those with growth opportunities. Appropriate investment strategies are tailor made to achieve your specified objectives and endeavor to outperform broader indices. Thus, creating long term wealth for investors.

We constantly strive to keep our clients updated on regular basis with the latest information on the stocks advised by us. Constant interaction with clients ensures timely action, thereby maximizing returns on money invested.