Portfolio Management Services
2. SCL Value Portfolio
SCL Value Portfolio is designed especially for those investors who are looking for a combination of both riskier as well as safer investment. This product will provide a balanced mixture of safety, income and capital appreciation and invests in a combination of equities; equity related products and fixed income instruments. If you want a part of your investment to provide fixed return to meet your regular needs and some part to be invested in stocks, this product suits you the best. This portfolio has a major investment in value stocks that assures consistent return over time.
70% in value stocks
20% in fixed deposits and money market instruments
10% in liquid investments
3. SCL Balanced Portfolio
SCL Balanced Portfolio is designed especially for a risk averse investors who prioritize risk minimization over return maximization. Investment through this portfolio reduces your risk as its larger composition is fixed income securities and value stocks. Only a small portion of investment is made in growth stocks to reap the benefit of market volatility. With major investment in fixed income securities and value stocks, investors can earn periodic return which shall be reinvested to earn additional profit.
35% in value stocks
15% in growth stocks
40% in short to medium term fixed deposit
10%in liquid investments
4. SCL Retirement Portfolio
SCL Retirement Portfolio, as the name suggests, is a product aimed at investors who are approaching or have reached the retirement stage. Retirement is a phase where one has limited income source and is in need of investment plan that provides periodic return. Considering, a huge portion of the portfolio shall be invested in a relatively less riskier securities providing stable returns over the period.
40% in equities providing consisting returns
50% in term deposits
10 % in liquid investments