GROW YOUR SAVINGS
INTO A PROFITABLE SMALL AND MID-CAPS PORTFOLIOCompelling proposition for top management professionals of India’s leading IT services firms
Are you one of those who are bored of following the herd with mundane and average saving plans? And, do you ever wonder if your life-time savings are too concentrated in the ESOPs (Employee Stock Options in listed companies)?
If you do, then we have just the plan carefully tailored for your financial growth. It’s an optimal opportunity for you to diversify your savings into a high-quality small and mid-caps portfolio, without upsetting the core allocation of your ESOPs.
We have a well-managed plan where we allocate 20 to 25% of the ESOP stocks into our PMS fund (i.e Intrinsic Deep Value fund), to create a diverse yet strong portfolio of small and mid-cap stocks, leaving your core ESOPs untouched. Our plan is transparent, organized, and ensures that it mirrors your exact financial requirements.
Our clients success stories prove our mettle and would help you understand what we could do for your financial growth. Take a look at the below chart that shows the value we created for the top IT
professionals from large establishments in the country over the last five years, using this unique approach.
INTO A HIGH QUALITY SMALL AND MID-CAPS PORTFOLIO
VALUE OF RS.100 INVESTED WITH US
Who we are
Trust & Lineage. The two pillars on which was founded a company that dreamt to perform, and dared to outperform the competition.We are TrustLine - a leading Chennai-based Equity Research and Portfolio Management firm. With financial research as a core competence,we track and study over 800+ companies as part of our investment research.
We believe that specialization produces attractive business economics and builds durable competitive edge. Over the years we, at TrustLine, have gained rich domain expertise by focusing and specializing in Portfolio Management Services (PMS). Unlike our competition, we are a boutique firm focused only on PMS. This sets us apart and gives us an unique competitive advantage in the PMS space.
