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"Always give clients, more than what they expect”.

While we manage your wealth, we endeavor to create wealth for you and constantly enterprise to get you more returns on your investments. We find net ways and means of getting high returns for your hard earned money. The various experts at TRENDwith channelize the funds in a risk averse yet productive manner. 

We, at TRENDwith offer investment recommendations and conduct financial securities analysis for leading corporate houses, co-operative banks, high net-worth individuals and non resident Indians. In the capacity of a money manager’s role, we work to ensure that the long term goals of our clients are met, after fully understanding the client’s financial situation, future needs and liabilities. We draft an investment plan that will effectively link the client’s long term goals with the capital markets.

"Our expertise lies in making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against Performance."

The gamut of our fee based and fund based activities include:

  • Placement of G-sec and non SLR bonds
  • Distribution of PSU bonds and Tax free bonds
  • Mutual Fund distribution
  • Equity Broking
  • Advisory for corporate, HNI’s and NRI’s
  • Portfolio Management
  • Project Finance

All our activities are concentrated on strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.

Our Role:

  • Drafting an investment policy, given the financial situation, future needs and liabilities of the client.
  • Ensuring that the investment procedure is followed and that any change in the financial circumstances of the client or objectives are reflected in a change of policy.
  • Outperforming the appropriate performance benchmark.
  • Continuous monitoring of the economy, capital markets and the client’s investment portfolios.
  • Continuous research and analysis of investment opportunities.

"Our Quality & Commitment Policy"

We are committed to achieve and exceed client expectations, by providing flawless professional services through a team of highly competent and motivated personnel. We maintain high standards of professional ethics, ensure regulatory compliance, and commit to comply with and continually improve the effectiveness of Quality Management Systems.

We constantly try to understand our client’s needs and provide tailor-made solutions to satisfy these needs through flawless processes, technology and innovation. We exercise utmost professional care and fairness in dealing with our clients.

Looking Forward

TREND with promises to become your most trusted and effective advisor. While we invest your hard earned money, we deem it our duty to protect your interest and reap maximum benefits.

TREND with is targeting to acquire direct selling agency of banks and mutual funds. Keeping in line with the current trends and future in mind, TREND with has and intends to invest in up-to-date automated systems and processes, to facilitate growth.

In future, we look forward to breaking new grounds, achievement in novel endeavors and meeting more challenges by way of maintaining cordial relationships with all our clients and delivering more than expected.

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