At SRE our signature approach is to maximize returns and minimize volatility of our client portfolios under varying market conditions using discipline, careful execution, and purposeful choices. We take pride in crafting and employing a variety of investment strategies, including traditional and alternative investments, with the aim toward achieving diversification and balance across asset classes.
Our service includes completion of a confidential client profile and selection of an investment strategy that meets our client's financial goals, time horizon, and approach toward investing. Our methodology is based on identifying objectives in the areas of preserving capital, maximizing income or realizing growth. Thus we are able to implement an investment strategy that is tailored to our clients needs by structuring a diversified investment portfolio.
There are numerous investment opportunities for Non-Resident Indians (NRIs) like Bank Deposits, Government securities, public sector bonds, primary share issues (both public and private placement), secondary equity markets, convertible and non-convertible debentures, partnership and proprietary concerns, start ups, mutual funds, company deposits, immovable property.
At SRE, we have a strong NRI desk catering to the Investment requirements of our NRI clients. We have repositioned ourselves in the e-millennium era of internet trading in India, to take care of our clients changing needs and expectations. Our information technology strategies are directed towards enabling us to provide you with state of art customer convenience. At SRE one can place online trades for virtually any stock listed on the NSE & BSE permitted by RBI. We also provide an in depth analysis of all major stocks and our advisors are always available to provide the latest company news and results.
We are also especially pleased with our rapidly growing loyal clientele base in the Middle East with an extremely active cell in Dubai.
Furthermore we understand the needs of our NRI clients and value their patronage and would like to extend to them our bouquet of products and services.
- NRI services desk for personalized assistance to NRI and PIO clients
- Dedicated offline equity dealing desk
- Online equity trading platforms
- Transactions summary using Online "Bills & Accounts".
- Depository services
- NRI investment advisory desk
- IPO and mutual funds
- Insurance solutions
- Banking support
- Pan Card assistance
For more information on NRI Services you can email us at nri@sre.co.in
