Portfolio Management

UCB Investment Limited’s vision is to lead the Portfolio Management sector through premium services. Our team of experienced portfolio managers has knowledge and expertise in managing huge funds curtailing the hurdles of the investors and providing them with the best investment advisory. Our Portfolio Management services include Discretionary Portfolio Management and Non-Discretionary Portfolio Management.

In Discretionary Portfolio Management, our dedicated investment managers will look after the client’s portfolio with their best judgment and outlook of the market. The clients can delegate the hassles of the investment decisions to our team attuned to the market vagaries and get the optimum investment solutions.

We also provide Non- Discretionary Portfolio Management services where experts do all the market-related research and recommendations for the esteemed clients but the clients have absolute discretionary power to make the final decision. We also facilitate clients with margin loans according to best-suited profiles.