Portfolio Management
Portfolio Management Service(PMS) is a tailor-made professional service offered to cater the investment objectives of different investor classes. The investment solutions provided by PMS caters to a niche segment of our clients. The clients can be Individuals or Institution entities with high net worth. In simple words, a Portfolio Management Service provides professional management of your investments to create wealth. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.
We also have an access to a number of third party PMS by various Fund Houses and NBFCs with a research desk that actively analyzes and tracks their performance.
Some of our offerings are:
- Value Strategy: The Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.
- Next Trillion Dollar Opportunity Strategy: The Next Trillion Dollar Opportunity Strategy aims to deliver superior returns by investing in focused themes which are part of the next Trillion Dollar GDP growth opportunity. It aims to pre-dominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.
Making a proper succession Plan through wills and Trusts.
Restructure your investments considering your circumstances.
Evolve Strategies that will help you achieving higher risk adjusted returns.
Direct your investments towards your Goals.
Deciding which insurance Policies should be continued and which should be surrendered.