PMS is a tailor made professional service offered to cater the investment objectives of different investor classes. The investment solutions provided by PMS cater to a niche segment of our clients. The clients can be Individuals or Institutions 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.
Our service provides professional management of your portfolios with the objective of delivering consistent long-term performance while controlling risk. We recognize that portfolios need to be constantly monitored and periodic changes are needed to be made to optimize the results. A research team is responsible for establishing our investment strategy and providing us real time information to support it. Also we take care of all the administrative aspects of a particular portfolio with a monthly reporting on the overall status of the portfolio and its performance. There is an active communication by means of regular statements and updates. Web-enabled access will ensure that you are just a click away from all information relating to your investment.