With the bond and equity markets becoming increasingly volatile, it is imperative for an investor to take advantage of the trading opportunities as they arise. However, this requires active involvement and time as one moves between asset classes, markets and individual funds. It also has impact in terms of overall dealing charges and increased levels of paperwork. Moreover, a retail investor does not have access to many highly specialist funds that help in moderating risk in a portfolio, as they have substantial minimum entry levels.

Establishing a portfolio via Panoramic Holdings helps overcome many of these problems.

  Firstly, you can get the burden of active trading off your shoulders and let our qualified and experienced portfolio management team manage and nurture your money for you.

  Secondly, by investing in the Absolute Return Portfolio, investors benefit from economies of scale and all the costs that are usually incurred when managing a single portfolio are now shared equally by all investors investing in the Absolute Return Portfolio.

  Thirdly, while actively managing your personal portfolio we also free you from the hassle of increased paper-flow and other administrative tasks.

  In addition, we are not prevented from gaining exposure to any specialist sub-funds that due to their substantial minimum investment requirements are unavailable to retail investors. Such funds are typically those that employ alternative investment strategies such as market neutral hedge funds, long-short funds and covered options and help in moderating risk in a portfolio.

Further, all your investments are safe in our hands as we follow a structured approach towards investing, called the Absolute Return Strategy.

Features of the Absolute Return Portfolio -

ABSOLUTE RETURN STRATEGY

A REAL DIVERSIFIED PORTFOLIO

PERSONALIZED PORTFOLIO

24X7 INVESTMENT MANAGEMENT

ABSOLUTE LIQUIDITY

TRANSPARENT CHARGES

ALWAYS AT YOUR SERVICE

INVESTMENT PROCESS - A SUMMARY