Trading – BFS Investment Management

At Brothers Financial Services, we provide specialized services in trading / investment in direct equity, derivatives, commodity as well as currency. Moreover, we also deal in the unlisted space in equity. Our team has a wealth of experience in trading and investing in this asset class and we aim to generate the maximum profits for our clients, while keeping in mind the risk appetite and exposure balance of each of the investors.

We refer to this as BFS Investment Management wherein our investment management team conducts a thorough researchand analysis to identify the most promising sectors and multibaggers to maximize your returns and grow your portfolio. Oursecret sauce lies in the fact that we keep it very simple, stickto our processes and maintain utmost discipline while managingyour investment

While equity markets are the most talked about in India, the significance of commodity and currency markets is often understated. Our team of experts understand the price behaviour of commodities since they are so closely inter-linked to our daily life. Moreover, we also analyse the intricacies of the currency market, which are largely driven by macro-economics and geo-politics. Since both these markets are essentially global, they provide an opportunity for domestic traders and investors to play on global events

Below is a summary of our module:

  • Our trades and investment decisions are backed by powerful research and analysis, keeping in the mind the macroeconomic, fundamental as well as technical factors
  • We deal in a range of trade setups which help us filter our trades in order to minimise the downside and maximise the upside potential of our trades
  • Our investment philosophy looks to categorise various securities on the basis of their character and potential. The philosophy is backed by thorough research and is adhered to with utmost discipline and transparency
  • We strive to maintain complete transparency as far as our trades and records are concerned to avoid any possible disputes

We have 4 different plans for our investors – Bronze, Silver, Gold and Platinum

The plans have been designed as per the minimum investment amount expected from the client – which starts at INR 2,50,000 per quarter or INR 10,00,000 per year with no upper limit as such. Minimum investment period is 3.5 years with no exit load as such.

To know more, kindly drop in a mail or text us on the details provided in the contact us section of our website. We look forward to connecting with you and helping you generate returns from your portfolio!