Portfolio Management Services
Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.
Managed investment portfolios
About
Portfolio Management Services involve management of investment portfolios by SEBI-registered portfolio managers under a defined mandate.
- Managed by registered professionals
- Customized portfolio structures
- Transparent reporting
- Subject to regulatory norms
Models
Different portfolio management structures.
Discretionary Portfolio Management
Let our experts manage your investments, making decisions based on your goals and risk tolerance.
Advisory Portfolio Management
We provide guidance, but you have the final say in investment decisions.
Process
Participation process for portfolio management services.
Customized Investment Strategies
Tailored to your financial objectives.
Diversification
Spread your investments across various asset classes.
Risk Management
Proactive risk assessment and mitigation.
Regular Monitoring
Continuous oversight and adjustments.
Transparency
Access to real-time performance reports.
Overview
Facilitating PMS participation.
