Invest in 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.
Provide the option to select products that match your needs from various portfolio managers.
Conduct thorough analysis of risk and reward ratios for each product.
Evaluate portfolio composition and performance to ensure quality investments.
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.
Customized Investment Solutions
Tailored to meet your unique financial goals.
Expert Management
Managed by experienced professionals with a deep market insights
Diversified Portfolio
Balanced mix of equity and debt instruments to optimize returns and manage risk.
Higher Minimum Investment
Ideal for high net worth investors and institutions seeking investement opportunities
Continuous Monitoring
Regular reviews and adjustments to align your portfolio with market conditions and goals.
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.
03
Consult with Experts
Talk to us to select the best portfolio manager and investment strategy.
04
Start Investing
Begin with a minimum investment of 50 Lacs and monitor your portfolio's performance.
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.
03
Consult with Experts
Talk to us to select the best portfolio manager and investment strategy.
04
Start Investing
Begin with a minimum investment of 40 Lacs and monitor your portfolio's performance.