INVESTMENTS

The primary objective of a Merrill Lynch Private Wealth Manager 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 Private Wealth Manager 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 Merrill Lynch Private Wealth Manager 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 Private Wealth Manager 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:
Merrill Lynch Wealth Management 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 Private Wealth Manager will assist you in defining the right structure, based on your needs, and Bank of America Merrill Lynch Global Research and product ideas.