Non-discretionary portfolio management services are catered for those clients who wish to enjoy to participate in the designing of their Portfolio, execute their own informed investment decision and management of their investments. In this portfolio JCL consult and suggest the investment ideas to the clients. The choice to execute the timing of the investment decision rests solely with the investor and JCL will acts on the instructions received from the Client with regard to investment of funds.
Further, we will help clients tailor their investment avenues which will be backed by extensive research and a professional set of experts.
| S.N. | Particulars | Jyoti Income Portfolio |
| 1. | Fund Allocation Strategy | As per customer wish based on their risk appetite |
| 2. | Investment Horizon (Tenure) | Min.3 years |
| 3. | Minimum Investment Amount | Rs.3.00 lacs (In words three lakhs rupees) |
| 4. | Mode of Payment of investment Amount to the JCL |
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| 5. | Mode of investment Decision: | Non- Discretionary |
| 6. | Fees and charges | as per company’s rule |