We would like to extend our years of expertise in the investment domain to help you earn optimum returns on your investment. With Portfolio Management Services (PMS), we work with you to understand your objectives and chart out an investment strategy personalised for you. We offer Portfolio Management Services on a referral basis. Take a backseat and watch your wealth grow.
Your investment needs are unique. Select from a range of investment plans that can align with your wealth accretion goals.
Seasoned portfolio managers work with you to plan a strategy for managing your portfolio in the most efficient way. They assess your risk appetite and financial objectives and adhere to a strategy that has the potential to generate higher returns.
The objective of PMS investments is to generate wealth for you, with risk-adjusted returns. Experienced portfolio managers are highly proficient in equity markets, allowing them to diversify your portfolio in a way to produce potential steady and consistent returns.
Due to significant diversification, Portfolio Management Services may help mitigate risks that are typically characteristic of market investments. Diligent tracking of the market movement coupled with strategic investments in low-risk securities can aid in the potential diversification of risks.
A panel of seasoned portfolio managers can help you make your money work for you and generate positive returns. We partner with over 30 portfolio managers to bring the best products to you.
Portfolio managers actively monitor your investments and track the direction of your portfolio with the market and advise further plan of action, when necessary.
With the Portfolio Management Services, we offer tailor-made strategies, taking into account your threshold for risk tolerance.
You can avail of competitive PMS fees, and benefit from the convenience of letting a portfolio manager build wealth for you.
With online tracking of your PMS investments, you can stay on top of your investments with regular updates on portfolio composition and valuation.
We offer a variety of Portfolio Management Services in India through our partners. Please consult your Relationship Manager for details.
The investment decisions are at the complete discretion of the Portfolio Manager.
This service is more advisory led with the Portfolio Manager providing regular guidance and advise. However final decision to invest remains with you, the investor. Your portfolio manager equips you with the necessary information and investment ideas.
Per the Securities Exchange Board of India (SEBI), the minimum value of your funds and securities to be managed under PMS must be INR 50 lakh, or your securities must be worth INR 50 lakh.
Discretionary Portfolio Management Service (DPMS) allows the portfolio manager to independently manage your PMS funds and securities based on your requirements. In Non-Discretionary Portfolio Management Services (NDPMS), you provide directions to the portfolio manager on how to manage your funds and securities.
