Managing wealth isn't just about returns — it's about strategic allocation, risk control, and personalized planning. Our Portfolio Management Services (PMS) are designed for individuals and businesses seeking professional, data-driven investment strategies aligned with their financial goals.
Let our expert advisors and analysts build and maintain a high-performing portfolio for you, while you focus on living your life and growing your business.
Portfolio Management involves selecting and managing a mix of investments — including equities, mutual funds, bonds, ETFs, and alternative assets — based on your financial objectives, risk tolerance, and market trends. Through active monitoring and rebalancing, we help you maximize returns while minimizing risks.
- Leverage insights from experienced portfolio managers
- Tailored investment mix to suit your goals and risk appetite
- Built-in diversification, stop-losses, and hedging options
- Continuous portfolio tracking and performance reports
- Maintain optimal asset allocation with timely adjustments
- Track, analyze, and manage your portfolio on-the-go
- Whether it's retirement, child education, or wealth creation
Typically starts at ₹50 lakhs for SEBI-registered PMS. We also offer advisory services for lower portfolios.
PMS is customized and managed separately for each client, unlike pooled mutual funds.
Yes, you’ll get secure access to a real-time dashboard and monthly reports.
No. All charges are transparently disclosed during onboarding.
