Porecha Global Securities: Steering Financial Freedom with Utmost Transparency & Wisdom

India's investment ecosystem has transformed significantly, especially in the post-COVID era. More people participate in stock markets across India, and our long-suffering retail investors have exhibited maturity, demonstrating patience during drawdowns and typically investing more when markets decline. And not just equity fund investors, the market have seen an increase in SIPs, as well as a significantly increasing Assets Under Management (AUM) of mutual funds and insurance companies.

However, one of the difficult tasks for any distributor today is managing investor expectations. To complicate matters, the number of Asset Management Companies (AMCs) and schemes has increased, leading investors to sometimes over-diversify based on past performance, or, on advertising campaigns designed to attract attention.

Understanding today’s volatile market environment characterized by rapid disruption in the world of finance, Porecha Global Securities has robustly maintained a steady presence in the realm of investing. With over 50 years of experience in the broking industry, along with more than two decades of experience in mutual fund distribution, the firm’s team of seasoned professionals have been through more than a few market cycles as they can recall extreme highs and sail through the lows with composure.

This depth of valuable experience has robustly positioned the firm to be a lighthouse in a complex investment environment, edging others to 'think differently' on the road ahead.

“Porecha Global Securities takes a balanced, disciplined, and consultative approach. Our guidance manages investor expectations, and the suitability of the client's risk appetite and investment horizon”, says Samir Porecha, Director, Porecha Global Securities.

The firm strategically works with investors to select schemes that have the potential to achieve their long-term objectives and encourage their clients to expect those returns, rather than short-term opportunities.

Facilitating Specialized Strength & Signature Expertise

What distinguishes Porecha Global Securities from its competitors is not only their experience but how this experience is applied. The firm helps clients avoid classic pitfalls when investing, such as investing in new fund offers (NFO) with a NAV of ₹10, thinking that those are cheaper, or a fund that had the best performance for the previous year.

To top this off, the firm also focuses on selecting portfolios that have the strongest chance for a solid future, and avoid too much churn in portfolios that may incur exit loads or capital gains.

Porecha Global Securities takes a balanced, disciplined, and consultative approach, offering guidance that aligns investor expectations with the client's risk appetite and investment horizon

Samir Porecha, Director

Another differentiator lies in the approach to fund selection. For instance, in terms of equity funds, the firm tends to move clients away from too large an AUM. There is a logic to it. Larger funds have an issue outperforming because of not being able to take full advantage of the market depth. In terms of debt, the contradictory is true.

Larger funds are in their view safer, because there is exposure to more securities, and a bigger investor base. Also to note, a larger fund would minimize risks such as asset-liability mismatch like in the Franklin Templeton debt crisis in 2020.

Tailored & Comprehensive Client Support

Client satisfaction is the key part of Porecha Global Securities' spirit. “Our team is readily available to ensure that clients are all able to move quickly through a transaction, have a question answered, or need to receive timely advice, especially looking at today’s volatile market where quick decisions are paramount”, expresses Samir Porecha.

Whether that means assisting in filling out forms for an investment, assisting a client to redeem their investment, or switching funds, this firm goes the extra mile to be at par with customers’ intentions and handhold them in their financial journey.

They also provide tremendous post-transactional support like providing clients with the required statements for accounting, taxes, etc. for timely and correct income tax filings.

A Comprehensive Client-Centric Approach

Beyond only looking at a client’s mutual fund portfolio, Porecha Global Securities takes the move to understand its clients’ entire portfolio. This 360 view of a client's investments provides an accurate picture of risk, diversification, and overall financial health.

Furthermore, this personal touch in a customer-centric approach combined with their calm manner and level-headed advice ensures that emotional decision-making is avoided and that clients’ portfolios remain aligned long term.

Charting a Robust Roadmap

In planning for the future, Porecha Global Securities is looking to grow slowly but maintain the same level of service standards they are known for. “Our focus will necessitate being flexible as technology continues to evolve and changes in the regulatory environment that will continue to shape the industry”, shares Samir Porecha.

Porecha Global Securities firmly believes that consistent quality is superior to scale- a commitment that has earned the long-lasting trust among clients.

The firm believes in disseminating timeless pieces of wisdom for its clientele. Putting this into words, Samir Porecha says, “Don't stop investing when the market is down, invest more. And don't get greedy when the market is at its high points, be cautious”. The combination of simplicity and profound understanding that characterizes their approach is evident in everything they do.

In a world that is driven by speed and trends, Porecha Global Securities relies and will continue to rely on experience, commitment to ethics, and strives to help clients be financially successful.