OUR SERVICES

How We Help
You Invest

Three ways to leverage our expertise in equities — whether you want us to manage your portfolio, provide expert guidance, or keep you informed.
01 PORTFOLIO MANAGEMENT
02 INVESTMENT CONSULTING
03 MARKET INSIGHTS

Equity Portfolio Management

Your Goals. Our Research. One Disciplined Portfolio.
We manage your equity portfolio end-to-end. You set your goals and risk appetite. We handle the research, selection, construction, monitoring and rebalancing. 

What's included: Comprehensive Portfolio Analysis & Customization, Rigorous Stock Research & Selection, Disciplined Portfolio Construction, Quarterly Performance Reviews & Rebalancing, Tax-Efficient Strategies Where Applicable and Regular Market Insights & Updates.

Best for:

  • HNIs with equity allocations to optimize
  • Entrepreneurs seeking professional equity management
  • Investors seeking disciplined investment strategies
  • Investors wanting to delegate equity investing to experts

Our Process:

01 DISCOVER: Understand goals, risk tolerance, time horizon and investment constraints.

02 DESIGN: Craft a customized equity strategy with target allocations and stock universe.

03 BUILD: Research, analyze and select equities for the portfolio.

04 MONITOR: Track holdings and market conditions and rebalance as required.

05 COMMUNICATE: Provide quarterly reports, updates and open dialogue.


Fee Structure: 

2% | 20%

Equity Portfolio Management

Investment Consulting

Expert Guidance. You Stay in Control. 
Not ready to delegate full portfolio management? Our consulting services give you access to expert guidance while you maintain control of your investments.


What's included: Equity Market Analysis & Outlook, Portfolio Review & Optimization, Stock-Specific Research & Analysis, Asset Allocation Strategy, Risk Assessment & Management, Sector & Thematic Deep Dives and Ad-Hoc Investment Advice & Guidance.

Best for investors who:

  • Want expert input while managing their own investments
  • Have existing equity portfolios and want a second opinion
  • Are exploring a new equity strategy
  • Want to improve their investment decision-making

How it Works:

01 UNDERSTAND: Initial consultation to understand your needs.

02 ANALYSE: Tailored research and analysis based on your questions.

03 GUIDE: Regular check-ins and investment guidance.

04 REFINE: Flexible engagement based on your evolving needs.


Fee Structure: 

Engagement-based consultation fees, depending on the scope and nature of the assignment.

Investment Consulting

Market Insights & Research

Stay Informed. Think Beyond the Noise.
We share our investment thinking openly. Whether you're a client or exploring whether to become one, our research keeps you informed about equities, sectors and market trends.

What You'll Get: Monthly market outlook and macro analysis, Quarterly sector performance reviews, Deep-dive stock research and recommendations, Thematic investment ideas, Real-time market commentary on significant events and Educational content on equity investing best practices.

Best for:

  • Retail investors wanting to improve their equity knowledge
  • SMEs building equity portfolios
  • Anyone interested in value-oriented investing thinking
  • Those wanting to stay ahead of market trends

Access Insights:

→ Subscribe to our newsletter for monthly insights

→ Read our blog for in-depth stock research

→ Follow us on LinkedIn for real-time updates

→ Attend our webinars and market sessions (seasonal)


Cost: Free

Market Insights & Research

Let's Find the Right Way to Invest.

Whether you're looking for professional portfolio management,
independent investment guidance or simply better market insights,
we'd be happy to understand your needs.

About

Independent. Research-driven. Investor-focused.
We help you navigate the equity markets with clarity, conviction and a long-term perspective.

Follow Us
Contact Us
  • Phone nos.
    +971 50 920 8250
  • +91 997 1895211

  • Email Us on:
  • info@cherrypicking.in

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