The Investment Market is saturated with a plethora of Products and Services. Portfolio Management Services are exclusive and premium services available for the discerning and select Investors .The product may offer Individual customisation or follow a Standard portfolio which is replicated in all the accounts. PMS should form the core part of the overall allocation for any High Networth individual such as yourself. We have a tieup with the leading 10 PMS Fund management companies leading to a wider choice for our clients.

As an astute investor, who understands risk-reward ratio, you want:

  • A portfolio of select stocks which are backed by Solid research , active tracking and high level of Interaction with the companies concerned.
  • Differentiation, Innovation & Sophistication of the strategies is a must to generated additional Alpha and beat the markets.
  • Concentrated yet diversified bets in stocks and sectors to build a portfolio of high conviction ideas aiming to generate the best Risk reward Adjusted returns
  • Personalization & Customization
  • Transparency and higher level of Information flow in terms of Market Views, Stocks & Sector views.
  • Additional purchase facility & Partial Withdrawal facility is generally offered by most Fund Houses
  • Strong and Active risk management
  • Diversification of portfolio for adequately spreading equity related risks
  • Experienced and Professional fund management team
  • Flexibility to switch from one strategy to other
  • Concentration Of Portfolio leading to better returns