Portfolio Management Services
Portfolio management refers to the professional management of a collection of investments, known as a portfolio, to achieve specific financial goals and objectives. It involves the selection, monitoring, and adjustment of various assets, such as stocks, bonds, and mutual funds, based on the investor's risk tolerance, time horizon, and financial targets. The aim is to optimize returns while minimizing risk to create a well-balanced and diversified investment strategy.
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"To be a part of India's journey to become the third-largest
$5 trillion economy by 2027."
Portfolio Management Services (PMS)
Portfolio Management Service offers professional financial portfolio management of your PMS investments with an aim to deliver consistent returns. Portfolio Management Service relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal PMS investment avenue for high net worth investors.
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Experienced fund managers
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Diversified portfolio management to reduce risk 
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Strong and active risk managment
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Active and regular monthly review
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Quality stock selection
Why choose us for portfolio management services 
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Multiple product offerings
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Switch from one stratergy to others
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Access your PMS investment anytime
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Monthly performances reports
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Local clients servicing across India
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Financial Planning
An Expert-curated personlised financial plan that helps you navigate the best way to achive your goals.
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Tax Planning
Complete tax planning guidence to ensure maximum savings.
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Investment Planning
Step-by-step assistance in marketing and managing the risght investment based on your risk profile, preferences.
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Retirement Planning
Retire on your terms and live a financially secure retired life with your desired income.
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Equity Management
Private equity management for effective wealth creation .
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Risk Management
Get Tailored Protection and risk management solutions to mitigate risk exposures.
Is this the right investment for you?
Minimum investment value
INR 50 Lakhs
Investment horizon
Long term
Focused investments
Portfolio of 20-25 stocks