INVESTMENTS

The primary objective of a DSPML GWM Financial Advisor is to help you maintain a well-balanced portfolio, which addresses your need for asset allocation, diversification, risk exposure and liquidity. By taking the time to understand the intricacies of your particular situation, your Financial Advisor can help you identify sound investment solutions that will help you build and transfer wealth.

Working within the parameters of your goals and total asset allocation strategy, your DSPML GWM Financial Advisor will help you diversify your portfolio across a number of areas. Investment Products and Services offered includes:
 
Direct Equity:
The equity service provides you a seamless platform to invest in the Indian secondary markets. Your Financial Advisor will provide you valuable advice based on in-house research based investment ideas. You will also have access to research covering a wide range of stocks, covering a significant percentage of market capitalization.

Structured Products/ Structured Notes:
DSPML GWM offers customized investment solutions to access various asset classes, with the benefits of principal protection. Most structures will offer principal protection with returns based on performance of an associated asset class. Based on your preference, returns can be linked to a variety of asset types such as equity indices, basket of stocks, commodities, interest rate indices.

Your Financial Advisor will assist you in defining the right structure, based on your needs, and Merrill Lynch’s global research and product ideas.