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Portfolio Management

Overview :

UCAPIL provides portfolio management services with high performed team, efficient research people and excellent customer services. Portfolio Management services can be distinctively categorized into the following 2 types of accounts.


Investors’ Discretionary Account (IDA)

It’s a fully non-discretionary portfolio account where the account holder will have the option to avail margin loan facility. Our IDA clients usually obtain higher return than any other savings instruments. Moreover investment in capital market is liquid which allows investors to reap capital gain at any time.


Management Discretionary Accounts (MDA)

Management Discretionary Account service is provided to investors where the portfolio accounts on behalf of the clients is managed by efficient and highly skilled professional team. MDA service is backed up by full-fledged research unit of UCAPIL and proficient management committee comprising of experienced and reputed professionals in the industry.