Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution to achieve unique investment objectives. This ensures best selection of investment opportunity within an asset class and active monitoring for optimized results. Investors are provided with an all time access to track their portfolios. Our PMS offerings range across two asset classes - Equity and Debt, with multiple options for each asset class.

Types of PMS:

Discretionary PMS:

• The portfolio manager has full discretion over investment decisions, aligning them with your investment goals.

Non-Discretionary PMS:

• The portfolio manager provides advice and recommendations, but the final investment decisions are made by the client.

Features of PMS:

Customized Portfolio Management:

• Investment strategies are tailored to your specific financial goals, risk tolerance, and preferences.

Expert Management:

• Managed by experienced fund managers with a deep understanding of market trends and investment strategies.

Diverse Investment Options:

• Access to a wide range of asset classes including equities, debt, private equity, real estate, and hedge funds.

Active Portfolio Monitoring:

• Continuous tracking and rebalancing of your portfolio to ensure alignment with market conditions and your goals.

Risk Management:

• Focused strategies to manage and mitigate risks, ensuring a balance between potential returns and risk exposure.