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Privileged Account Service
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Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth.
Privileged Account Service is the Portfolio Management division of Birla Sun Life Asset Company Ltd that helps you manage your wealth. This is a personalized tailor made service for High Net Worth individuals like you. We provide professional solutions customised to meet your financial goals. |
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| Making investment easy yet rewarding for High Net-worth Individuals like you. |
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Our Heritage
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Birla Sun Life Asset Management Company - The power behind Privileged Account Services
Privileged Account Service is a division of Birla Sun Life Asset Management Company, investment managers for Birla Sun Life Mutual Fund.
Launched in 1994, Birla Sun Life Asset Management Company is a Joint Venture between the Aditya Birla Group and Sun Life Financial Services of Canada . As one of India's leading mutual funds, managing over Rs.50,000 Crore of assets for over 21 Lac investors (as of 30 June 2009), it has been a major force in the growth of the private sector mutual funds.
Birla Sun Life Mutual Fund has proved its expertise in both equity & debt fund management. Its equity schemes have consistently beaten their benchmarks and created wealth in the long-term for investors.
It enjoys good ratings from reputed rating agencies like CRISIL, ICRA & Value Research. In February 2009, ICRA presented it the Star Fund House of the Year-Debt award, along with numerous 5-star and 7-star ratings for schemes across categories. Birla Sun Life Mutual Fund has also won the prestigious “Mutual Fund House of the Year” by CNBC TV CRISIL in 2008 & 2007 ; the only fund house to win this recognition for 2 consecutive years. |
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Our Business
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| This division of Birla Sun Life Asset Management Company is exclusively for select investors like you, offering you customised investment solutions built on |
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in-depth research |
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innovative products and services and |
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the highest levels of experience and expertise. |
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| After fully understanding your particular needs, the portfolio manager will put together an optimal portfolio for you taking into account your financial goals, time horizon, risk appetite and investment outlook. Using a research-based strategy, he helps you invest in strong businesses, with quality management and good records, yet trading at reasonable prices. |
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Our Investment Philosophy:
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Our investment philosophy is designed to seek consistent, long-term results by adopting a research-based, methodical approach to investing.
Our aim is to have investment excellence within the framework of transparent and rigorous risk control.
Our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs. |
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Our People
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Sundeep Patel – Fund Manager (Equity)
Sundeep Patel is the Fund Manager for Equity for Privileged Account Service. He joined Birla Sun Life in November 2009.
He has over 8 years of work experience. Prior to joining BSLAMC, he was working in Aegon Religare Life Insurance Company Ltd as Senior Fund Manager – Equity. Prior to that he worked for India Advisory partners an UK based FII where he handled public and private equity investments.
He is an MBA in Finance from Mumbai University and has a completed the CFA course offered by the CFA institute, USA.
Apurvi Sharma - Fund Manager - Debt and Products
Apurvi Sharma is the Fund Manager for Debt & Products for Privileged Account Service. She joined Birla Sun Life in June 2007.
Apurvi Sharma has over 10 years of work experience. Prior to joining BSLAMC, she was working with Benchmark Mutual Fund as AVP - Product Development.She had joined MF Global in Nov 2001 as Manager - Fixed Income Group. Here she was responsible for setting the desk for Fixed Income and Mutual Fund comprising of research, sales and marketing. Prior to that, she was working with Kisan Ratilal Choksey in Feb 2000 as Analyst - Fixed Income Group.
In her career so far, she has handled diverse activities like Research - Equity & Debt, Sales, Marketing, Dealing and new product launches.
She has done CA from ICAI and CFA from CFA Institute USA. |
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Customer Support
Always happy to help
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