Selecting the right financial advisor is an important decision based on trust that your advisor has your best interests in mind at all times. The primary goal of our portfolio management services is to find solutions that are aligned to your personal goals and requirements.

Our entire team focuses on matching your risk appetite with the most efficient investments. SRH does not offer any “model portfolio” or a generic list of asset classes. Through on-going discussions and regular interactions, our team designs an investment portfolio that is strategically aligned to your risk-return goals while keeping in mind any investing constraints you may face.

SRH believes in creating and maintaining deep, meaningful, and personal relationships with all of its clients.

Based on the historical stock prices, returns and trade volumes, our team of technical analysts project the future price movements.

Buy and sell signals to determine support and resistance levels, moving averages, trend lines, and momentum-based indicators are studied to predict future price directions.

Analysts use various qualitative and quantitative indicators to determine if a stock is fairly priced.

Qualitative factors like management competency, business cycles, intangible assets, customer base, business model, and corporate governance are studied to determine the stock’s intrinsic value.

Quantitative indicators like annual turnover, accounting ratios, total profits, and tangible assets are also analyzed to determine the stock’s fair price.

Derivative products derive their value from an underlying asset like commodities, shares, or currencies. These are used for arbitrage, hedging, and speculation opportunities.

The two common types of derivative products are Futures and Options (F&O). A futures contract is an agreement wherein two parties agree to sell or buy an asset at a predetermined price on a fixed date. An options contract gives the parties a right without any obligation to buy or sell an asset at a particular price on a stated date.

Our analysts study and analyze various indicators, such as Put Call Ratio (PCR), rollover, open interest, and volatility (including implied and historic volatility) to recommend F&O investments that align with clients’ risk and returns goals.