Axis Managed Accounts

Our premium Investment Advisory services offer personalized wealth management solutions tailored to your short-term and long-term investment goals. We at Axis Securities combine the bespoke services of Investment Advisory with the stability and expertise of the leading Axis Group. Our team of experienced research experts work with a holistic approach to provide a comprehensive understanding of your current portfolio and risk metrics, in order to create winning strategies that align with your valued goals. At the core of our services is your trusted Portfolio Advisor, an unbiased expert who is dedicated to meeting your individual needs. This is the power of one, and we invite you to experience it for yourself!

Our universe of investment solutions includes a wide range of options such as equity, mutual funds, alternative investments, PMS, index funds/ETFs, bonds, structured products, and more. We also offer advanced investment research, in-house expertise using a think-tank approach, and seamless tools to help you make informed investment decisions. With our advanced digital platforms, you can stay on top of your investments even on the go. Our customized dashboards and reports provide an in-depth view of your portfolio, current market value, short-term and long-term capital gains, and other advanced insights, anytime and anywhere.

So how does it all work? First, you sign up and your dedicated Portfolio Advisor, a seasoned and unbiased market expert with rich experience and investment acumen, will guide you through the account opening process. Next, your Portfolio Advisor will work closely with you to understand your present and future wealth needs and design a portfolio with suggested allocations and strategies. Your funds will remain in your bank account until you decide to allocate them for investments. Based on your expressed consent on the shared recommendations, your funds will be considered for investment allocation. Your Portfolio Advisor will also track your portfolio on a periodic basis and help you rebalance it accordingly. This involves a thorough understanding of your risk profile to carefully evaluate the universe of products and handpick unique investment ideas that align with your wealth needs.

At Axis Securities, we strive to provide personalized and comprehensive investment solutions that cater to your individual needs. Our team of experts is dedicated to helping you achieve your investment goals and we invite you to experience the power of one with us. So sign up today and let us help you on your investment journey!