Portfolio Management Services
Professional Wealth Management
Portfolio Management Services (PMS) is a professional service where qualified portfolio managers manage your equity portfolio on your behalf. It's designed for high-net-worth individuals seeking personalized investment strategies.
Features & Advantages
PMS offers customized investment solutions with direct ownership of securities and professional management.
Personalized Strategy
Customized investment approach based on your risk profile and financial goals.
Direct Ownership
Securities are held in your name in your demat account, ensuring full ownership.
Expert Management
SEBI-registered portfolio managers with proven track records manage your investments.
Transparency
Complete visibility into your portfolio with regular reports and updates.
Flexibility
Ability to customize portfolio based on sectors, themes, or specific requirements.