Portfolio Management Service
Portfolio Management Services
In today’s dynamic financial landscape, managing investments effectively requires expertise, strategic planning, and continuous monitoring. Our Portfolio Management Services (PMS) are designed to help investors maximize returns while minimizing risks.
Whether you're an individual investor, a high-net-worth individual (HNI), or an institution, we offer customized portfolio strategies that align with your financial goals.
Who Can Benefit from Our Portfolio Management Services
High-Net-Worth Individuals
Retail Investors
Institutional Investors
Corporate Entities
NRIs
Wealth Managers
Entrepreneurs
Trusts & Endowments
Family Offices
Types of Portfolio Management Services
Portfolio Value Calculation
Accurate portfolio value calculation provides investors with real-time insights into their financial position. It includes tracking equities, mutual funds, and other assets to ensure updated performance evaluation and informed decision-making.
Portfolio Administration
Efficient portfolio administration ensures compliance and smooth operations by managing records, reconciling transactions, and monitoring corporate actions. It helps maintain accuracy while supporting strategic investment focus.
Investor Relationship
Investor relationship services focus on transparent communication, timely updates, and query resolution to build trust and satisfaction. It enhances investor engagement through personalized support and performance reporting.
Frequently Asked Questions
Portfolio management is the process of selecting, monitoring, and optimizing investments to achieve financial goals while balancing risk and return. It involves asset allocation, diversification, and continuous adjustments based on market trends.
Portfolio Management Services (PMS) are ideal for High-Net-Worth Individuals (HNIs), institutional investors, corporate entities, retail investors seeking professional guidance, and NRIs looking for investment opportunities.
Our portfolio management services include a diverse range of asset classes, such as equities (stocks), bonds & fixed income securities, mutual funds & ETFs, real estate investments, alternative investments (hedge funds, private equity, AIFs), and commodities like gold & silver.
We use advanced risk management strategies, including asset diversification, market trend analysis, periodic portfolio rebalancing, hedging techniques, and continuous performance tracking to mitigate risks effectively.
The minimum investment amount varies based on the type of portfolio management service chosen. For Discretionary PMS, SEBI guidelines require a minimum investment of ₹50 lakh, whereas advisory services may have more flexibility.
Yes, we provide regular reports, real-time performance insights, and updates on your portfolio. Our clients receive transparent data on asset allocation, investment returns, and market movements.
Our experts assess your investment objectives, risk tolerance, and time horizon to recommend the best portfolio strategy. Factors considered include your growth goals, market conditions, and preferred asset allocation.
Yes, our portfolio management services are fully customizable. We tailor investment strategies to match your risk appetite, financial goals, and market opportunities.
Getting started is simple! Schedule a consultation with our experts, undergo a financial assessment, allow us to construct a tailored portfolio, and we’ll execute and monitor it for optimal performance.