Retail Investor is an individual who
buy and sell securities for their personal account,
and not for another company or organization. Also
known as "individual investor" or "small
investor". Retail investors buy in much smaller
quantities than larger institutional investors.
Primary objectives of investing by a retail investor
Mutual fund is one of those tools of investing
into the equity and commodities market which an
average retail investor, who doesn’t have
enough knowledge of market but want to earn something
more than then Bank Deposits, can look up to.
With a limited stock of cash funds at his disposal
the retail investor many a times cannot get into
the blue chip stocks or take a stand in the market.
Mutual Funds help such retail investors to take
an entry into such areas even with a small ticket
Suvridhi Capital Markets Pvt Ltd, as your personal
Financial Advisor can help you to :
your financial planning needs & priorities
and recommend the products that are most suitable
to meet such needs.
• As a professional
Financial Advisor, we possess detailed knowledge
of a wide range of financial planning tools and
products, which are utilized to help clients choose
the best products for each need.
• As our loyalty
is to the client, not the product we sell, we
provide you with unbiased advice and recommend
products that match your needs and are the best
performing ones available.
• We regularly
monitor and update individual investor's portfolio
and advise them in reallocating their portfolio
from time to time.
• Keep you
update on the Mutual Fund industry & other
financial products through Monthly Newsletters