Portfolio Management Service (PMS)

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Why Portfolio Management Service?
• Premium investment vehicle with range of investment options

We are equipped with discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles and accommodate you benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.

Key Benefits
  • Strong and Active risk management
  • Diversification of portfolio for adequately spreading equity related risks.
  • Active and regular monthly review and portfolio rebalancing
  • Experienced and Professional fund management team
  • Flexibility to switch from one strategy to other
  • Additional purchase facility & Partial Withdrawal facility

Why invest with us?
  • Buy & Hold philosophy with focus on better post tax returns for the clients
  • Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available
  • Focused Portfolio Investments for client.
  • Clients will get 24 *7 access to his portfolio on the web. (Transparency)
  • Client will get CA Certified Tax statement end of every financial year

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For general enquires
anything else? just call us