We have discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors

We have customized Portfolio Management Services for high networth clients as well as low/medium networth clients.

Key Benefits

  • Strong and Active risk management.
  • Diversification of portfolio for adequately spreading equity related risks.
  • Active and regular monthly review and portfolio rebalancing.
  • Experienced and Professional fund management team.
  • Flexibility to switch from one strategy to other.
  • Additional purchase facility & Partial Withdrawal facility.

Our PMS includes

  • Adequate Diversification
  • Correct insurance cover
  • Management of Equity investment
  • Quaterly review of companies you are invested in with updates
  • Goal based PMS
  • Your yearwise minimum asset level foretold to you for investment period above 5 years.
  • Dedicated Relationship Manager