Private Client Group - Axis Securities Limited

WELCOME TO PRIVATE CLIENT GROUP

Unique You. Unique Solutions.

With PCG, we have established our belief that every successful portfolio is unique, personalized in line with the financial vision of the investor like YOU. We empower you to build a portfolio that is tailored to your long and short-term goals, in order to make the most of your assets and to protect your financial future. Prioritizing what is right for you coupled with your financial vision, our advice across all financial asset classes; is built from a rigorous and up-to-date understanding of the market.

THE TEAM

Our experience for you
Our years of experience in capital markets, give you access to seasoned thought leaders as well as a vast library of insights on financial markets and the economy. From broad-based investment strategies, backed by our Chief Investment Officer and the extensive resources at Axis Securities, to proactive risk management ability and prompt service request delivery, we have the experience and a suite of solutions to help meet your financial vision.

PERSONALIZED SERVICING

Adapting to your needs
A well-informed advisor, with your best interests at heart, is crucial to help you navigate your investment journey. With a dedicated advisor at your service, we intend to offer solutions and services that work best for you. Our moral belief while we serve you is definite- mutual trust outshines mutual benefit.

RESEARCH

Stress test your portfolio
Your portfolio is built on research and analysis by our investment professionals. They determine how to allocate and diversify your assets, and what solutions to include, from individual stocks to fixed income to alternative assets. We ensure every decision is focused on serving your best interests.

ADVISORY SERVICES

Tailored to Your Needs
Financial vision is not just about managing wealth. It is about what your wealth can accomplish. Together we can help prepare your financial life for today, tomorrow and generations to come. Our extensive resources come together in personalized investment solutions and help ensure your investments stay aligned to the purpose you've set out, be it creating new portfolio or rebalancing existing portfolio. Our team monitors and measures your progress; to help you take advantage of additional opportunities along the way.

PRODUCT COVERAGE

Your access to diversification
Stay connected anywhere at anytime with your investments. You can access and transact in your portfolio through the web and mobile platforms. If you are a day trader, you can also conduct your business through our swift trading workstation.

PLATFORMS

Financial life management services for you
You always have access to support when you need it-either in person, on call, or on your computer or mobile phone. You enjoy the flexibility to invest your way, either by getting one-on-one guidance from our advisor or investing online through a self-directed account with us.

We will be happy to meet you and take you through the portfolio building process and our range of services at your place or at our place. To join Private Client Group, write to us at pcg.sales@axisdirect.in with your details (Name, Mobile Number, State and City) and our relationship manager will contact you.
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