Depending on your risk profile, we customise each portfolio to meet your investment objectives. Notwithstanding the future course of equity markets, which are often influenced by extraneous factors, we aim to provide a return superior to average market return.
Although, we encourage interaction with a client while structuring a portfolio, we are a discretionary portfolio management company and construct and modify portfolios, entirely at our discretion. We would, as a matter of form, intimate and seek views of our client, if we were to make a significant structural change in the client's portfolio.
Bellwether's portfolio performance and reporting is web-based. As a client, you can access your portfolio on our website with a personalised password. All the reports required for accounting purpose are sent on quarterly basis. We also provide you with a gain/loss statement every quarter, to enable you to meet your advance tax obligations, well in time. If required, we also provide you with the services of a tax consultant to enable you to meet your tax filings and other tax obligations.
When we take you on as a client, you first need to open an account with us. In line with our boutique standards, each client is managed with absolute individuality. All accounts and custody are opened in the name of the client and we operate these with a limited Power of Attorney (PoA) given to us by you.