| Investor Services
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Currently CastleGate offers three services . |
Managed Accounts
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CastleGate is engaged in researching state of the Market using proprietary set of Indicators and Tools. These are utilised to identify Opportunities. Each opportunity has a Risk Profile.
The opportunity is matched to the Risk Profile of our client and their Portfolio Objectives and Buy/Sell decisions are made in Client's trading accounts. After seeking client's permission for execution, the advice is carried out. |
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This service is called Managed Accounts and offers clients research, tracking, timely action and accounting of trade data & assistance in Tax matters.
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Investment Research
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Traditional companies look at stocks only from financial angle, constantly trying to predict their performance and often failing. CastleGate's Research process tries to identify long term Winners; firms that will move from default grade small companies to large and successful corporations. |
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We use proprietary Tools, Indicators and ground level research to produce research products which try to predict large trends, emerging sectors and distinct opportunities.
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Endeavor is to produce ideas with depth, scale and certainty to enrich.
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Analytical Services
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The same search for Mega-trends and Emerging Scenarios, is often useful to businesses in predicting the likely scenarios they may face. |
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CastleGate offers wide range of analytical services like financial analysis, modeling, feasibility analysis, detailed project reports, investor presentations, scenarios analysis, risk modeling or quantification of business problems & solutions. |
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