We at Smart Sync Services have been advising HNIs for their Equity and MF portfolio for over 4 years.
Unlike PMS & Model Portfolio subscription services we do not provide a blanket plan.
We provide customized advice.
Because no two investors are the same.
We all have different goals, different return expectations, and different risk tolerance levels.
This is what our customers say to whom we have been advising for 4+ years
A Few Ground Rules
- Fee-based advice only
- As per the latest SEBI regulations, we don’t take part in the execution.
Half-yearly or Yearly review of the portfolio as per mutual understanding.
- Low-churn, long-term oriented.
- Minimum portfolio value = INR 50 Lacs
- Reasonable Fees: 1.5% of AuA (Asset under Advisory)
- No profit-sharing for the first 5 years.
- At the end of 5 years, Profit Sharing: 10% of Total Profits.