PMS-Portfolio Management Services

PORTFOLIO MANAGEMENT SERVICES

Whether it is equity or debt, our portfolio management services will help you sit at home and see your money grow. We ensure that we help you with all the paperwork and documentation and have automated technological services for all the other formalities that help you as a customer have a hassle-free experience. Industry veterans like ASK & MOSL as well as Credit Alpha by AK Capital are our partners for Equity PMS and Debt PMS respectively.

Why Choose Us

Reasons to Choose Us as PORTFOLIO MANAGEMENT SERVICES

Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor.

1. Long-Term Growth

Our portfolios provide investment opportunities to create wealth by generating returns and achieving long-term financial objectives.

2. Reliable Risk Management

As a custodian of your funds, we apply robust and efficient risk management mechanisms that safeguard your investments from any undue risks.

3. Maximum Returns

Our investment products have consistently performed better than indices and other peer PMS schemes and have provided maximum returns over a period of more than ten years.

Investment Bebefits

Our Services

Our wide array of services caters to the two most important requirements of our clients – Returns & Liquidity

01

Direct Equity Advisory

One of the proven methods of growing your money at a larger scale

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02

Mutual Funds

So whether you are a part-time investor or a full-fledged trader,

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03

Corporate FD's

Get better interest rates for your fixed deposits than traditional

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04

NCD's

Let us be your trusted partner to buy the Government

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05

Secondary Debt

Our services will help you identify the right securities that you

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06

GOI Bonds

Let us be your trusted partner to buy the Government bonds

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07

PMS

Whether it is equity or debt, our portfolio management

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08

AIF

If you want to start small and test the waters before you make bigger

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09

Insurance

We do provide an array of risk mitigation offerings as well in the form

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10

Real Estate

Real estate has been an area of interest to many investors as it is one

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11

Gold/Silver

These have been traditional investment avenues that provide a

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12

Stock Broking

Well, if you have always been interested in investing in the

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