Global Money Investor Wealth Management
At Global Money Investor Wealth Management, your financial decisions will be cushioned with the current and relevant market information for trading and long-term investing, which is provided by an independent research team which specialised in garnering the required inputs. In addition to this, your Relationship Managers will be available to analyse your investment needs from time to time in conjunction with you and create an investment roadmap for you. They will, after your acquiescence execute the investment plan.
A wide range of products across asset classes ensure that the financial solutions provided help meet the investment objectives that you have set for yourself and your organization.
Diverse products and solutions
• Equity
investing
Experience investing in equities for trading or long-term
investment objective with
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Direct Equity
▪
Market Information from over 3000 companies through a dedicated
team of expert researchers
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Mutual Funds
▪
Access over 2,500 Mutual Fund Schemes and Exchange Traded Funds
▪
Proprietary research methodology used to recommend best
investment options
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Portfolio Management Schemes
▪
Open architecture philosophy to ensure that clients have access
to amongst best of the breed Portfolio Management Schemes
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Structured Products
▪
Equity linked debentures offered based on in house market views
and your risk appetite
▪
Due diligence to ensure that only the best issuers are made
available to you
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Derivatives
▪
Derivative strategies designed to take advantage of different
market opportunities
▪
Trading ideas
•
• Fixed
Income
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Low-risk investments with steady and predictable returns
▪
Invest in a range of debt instruments like bonds and deposits
with good credit rating along with attractive yields including Government,
Quasi Government and Public Sector (PSU) Bonds
▪
Access to the entire mutual fund universe
▪
Mutual Fund debt schemes recommendations based on internal fund
research and debt market view
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Structured debt and notes
▪
Facilitating access to structured debt instruments which are
secured by property, shares or asset collateralization
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Structured Notes with assured or conditional coupons linked to
equity and gold
•
• Alternate
Investments
Provide access, research and
execution capabilities across alternative investments to achieve investment
goals.
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Real Estate
▪
Invest in residential and commercial Real estate with access to
pre-launch offers and attractive rental yields leveraging on the strong
relationship with developer and strong market access through the referral
model.
▪
Invest in real estate funds from fund houses where due diligence
done by I-Sec.
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Private Equity and Venture Capital
▪
Invest in carefully selected Private Equity (PE) or Venture
Capital (VC) funds across various organisations by leveraging on institutional
linkages to directly invest in early stage and growth companies.
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Structured products
▪
Diversify investment to other asset classes like Gold, Silver,
Oil and other commodities through structured products
▪
Structure investments in unlisted debentures, PMS schemes,
Preference shares, convertible debentures, equity shares in Special Purpose
Vehicles (SPV’s)
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Global Investment
▪
Experience online investing in over 13 US Stock Exchanges
including NYSE, NASDAQ and AMEX.
▪
Diverse investment opportunities of Stocks listed on US
Exchanges, Exchange Traded Schemes, Derivatives and Managed Products
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