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Portfolio Management Services

Customized investment solutions for high net-worth individuals

Invest in PMS

PMS Background

What is PMS?

Portfolio Management Services (PMS) provide customized investment planning, which includes a mix of both equity (shares) and debt instruments. Designed for institutions, high net worth individuals, or anyone ready to invest a minimum amount of 50 Lacs, PMS offers tailored investment solutions.

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Provide the option to select products that match your needs from various portfolio managers.

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Conduct thorough analysis of risk and reward ratios for each product.

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Evaluate portfolio composition and performance to ensure quality investments.

What We Do for PMS Investing?

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Customised PMS

Customized PMS is tailored to meet your specific investment goals and risk tolerance. You can work with portfolio managers to design a unique investment strategy that aligns with your financial objectives.

  • Personalized investment strategy
  • Flexibility in choosing asset allocation
  • Continuous monitoring and adjustments based on market conditions
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Why Choose Portfolio Management System?

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Customized Investment Solutions

Tailored to meet your unique financial goals.

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Expert Management

Managed by experienced professionals with a deep market insights

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Diversified Portfolio

Balanced mix of equity and debt instruments to optimize returns and manage risk.

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Higher Minimum Investment

Ideal for high net worth investors and institutions seeking investement opportunities

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Continuous Monitoring

Regular reviews and adjustments to align your portfolio with market conditions and goals.

How to Get Started?

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01

Asses your Goals

Understand your financial objectives, risk tolerance, and investment horizon

02

Choose your PMS type

Decide between customized or pre-designed PMS based on your preferences.

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Consult with Experts

Talk to us to select the best portfolio manager and investment strategy.

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Start Investing

Begin with a minimum investment of 40 Lacs and monitor your portfolio's performance.

Frequently asked questions

What is Portfolio Management Services (PMS)?

What is the minimum investment required for PMS?

How does PMS differ from mutual funds?

What are the charges for PMS?

Is PMS suitable for all investors?

Ready to Invest?

Connect with our experts and secure your investment!

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