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.
Types:
- Active Portfolio Management: The goal of an active portfolio manager is to outperform the market returns. In this approach, the portfolio manager plays a crucial role by actively analyzing the stock market to identify the most promising investment opportunities. While this strategy offers the potential for higher returns, it also entails higher risks.
- Passive Portfolio Management: This style of portfolio management aims for a fixed profile reflecting market trends, favoring index funds for their steady, long-term returns.
- Discretionary Portfolio Management: The portfolio manager is empowered to invest on behalf of the client, relieving the investor of the need to allocate time. After conveying their financial objectives and timeline to the manager, the investor can be rest assured that the manager will handle the rest.
- Non-discretionary Portfolio Management: This type of portfolio management involves making investment decisions in consultation with investors, following preset guidelines.
Key Features:
- 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.
The minimum ticket size for investing in PMS (Portfolio Management Service) is Rs 50 lakh.
With our Portfolio Management Services, your wealth is in capable hands. Let us help you achieve your financial dreams.
