Managing wealth requires more than picking stocks—it demands strategy, discipline, and adaptability. Our Portfolio Management Services (PMS) are designed to align your investments with your financial goals, risk profile, and market dynamics.
We offer bespoke, research-driven portfolio solutions tailored to your aspirations, whether it's long-term wealth creation, capital preservation, or income generation. Every portfolio is actively monitored and dynamically rebalanced to maximize returns while managing risk.
- Personalized portfolio construction
- Regular risk-adjusted rebalancing
- Active monitoring and reporting
- Direct equity, mutual funds & bonds
Why choose our portfolio management
With a disciplined investment framework and real-time insights, we deliver portfolios that not only grow but also withstand market volatility—so you can focus on your life while we manage your wealth.
01
Goal-aligned strategies
We design portfolios based on your financial goals, horizon, and liquidity needs.
02
Research-backed decisions
All investments are driven by deep fundamental research and market analytics.
03
Continuous review
Your portfolio is monitored and realigned as per performance and market shifts.
04
End-to-end transparency
We ensure full visibility into asset allocation, charges, and performance metrics.
Key features of our portfolio management service
We blend precision and personalization in every portfolio. Our proactive management ensures you benefit from market opportunities without the stress of day-to-day investing decisions.
- Custom asset allocation
- Tax-efficient investments
- Dedicated portfolio manager
- Risk profiling & diversification
- Performance tracking dashboard
- Quarterly review & reporting
FAQs
Frequently asked questions
What is Portfolio Management Services (PMS)?
PMS is a personalized investment service where expert managers handle your portfolio with strategies tailored to your financial goals.
What is the minimum investment for PMS?
As per SEBI regulations, the minimum investment amount for PMS is ₹50 lakhs.
How is PMS different from mutual funds?
Unlike mutual funds, PMS offers a customized portfolio with direct ownership of securities and personalized asset allocation.
Will I receive performance reports?
Yes, we provide regular performance updates and in-depth reports to keep you informed of your portfolio’s progress.