Build Wealth, Not Just Trades.
A portfolio is more than a random list of stocks. We help you engineer a fortress of financial growth.
The "Reality Check"
"Over-concentration in one sector (e.g., all banking stocks)."
"Buying 'hot stocks' at the top without valuation comfort."
"Holding 'junk stocks' for years hoping for a turnaround."
We provide the antidote
How we build your edge.
True wealth comes from compounding. We help you design a 'Core and Satellite' portfolio structure. The Core ensures stability through quality heavyweights, while the Satellite chases alpha through thematic high-growth opportunities, all balanced within your personal risk tolerance.
Portfolio X-Ray
Analyzing current overlap, sector bias, and quality score.
Goal Alignment
Matching asset mix with your time horizon (3Y, 5Y, 10Y).
Selection Framework
Filtering stocks based on earnings growth, ROCE, and moat.
Quarterly Review
Re-assessing thesis based on earnings reports.
Who thrives with this?
Long-Term Investors
Who want a peace-of-mind portfolio.
HNIs
Needing professional validation of their large holdings.
Retirement Planners
Looking for stability and dividends.
Exactly what
you receive.
Portfolio Health Check
Comprehensive review of your current asset allocation and risk exposure.
Asset Allocation Strategy
Designing a mix of equity, debt, and Gold that suits your timeline.
Rebalancing Logic
Rules-based approach for when to trim winners and add to underperformers.
Thematic Investing
Identifying mega-trends like AI, Green Energy, and Digitalization for long-term bets.
Beyond data—this is about results.
Long-Term Wealth Creation
Focus on compounding returns over years rather than chasing daily fluctuations.
Reduced Volatility
A well-diversified portfolio smooths out the ride during market turbulence.
Clarity of Purpose
Understand exactly why you own what you own.
Got Questions?
QDo you manage my funds?
QHow is this different from a mutual fund?
Market Intelligence & Thesis
Portfolio Consulting: Building Wealth Through Strategic Diversification
Long-term wealth creation in the Indian market requires more than just picking 'winning' stocks. It requires a robust portfolio architecture that can withstand different market cycles—bull, bear, and sideways.
The Core and Satellite Strategy
We help our clients implement a sophisticated 'Core and Satellite' model. The core consists of high-quality blue-chip companies and index ETFs that provide stability, while the satellite portion targets high-growth themes and special situations for alpha generation.
Sectoral Analysis for 2026 and Beyond:
India's growth story is multifaceted. Our consulting focuses on emerging themes:
- Digital India: SaaS, FinTech, and E-commerce infrastructure.
- Green Energy Transition: EV ecosystem, Solar, and Hydrogen.
- Manufacturing Renaissance: PLI scheme beneficiaries and Defense exports.
Fundamental Due Diligence
Our portfolio support goes deep into the financials. We analyze Debt-to-Equity ratios, Free Cash Flow, and ROE (Return on Equity) to ensure that the companies you own are fundamentally sound. We also pay close attention to Corporate Governance, which is the most critical risk in any emerging market investment.
PKC Trading acts as your analytical partner, helping you filter the thousands of listed stocks down to a manageable, high-conviction portfolio aligned with your financial goals.
Ready to trade with clarity?
Join serious traders who rely on PKC Trading for disciplined, research-backed market insights. No noise, just data.