Portfolio Management Services

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What is a Portfolio Management Services?

PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing it themselves. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Our PMS relieves the investor from all administrative hassles of financial investments.

Our research team takes full responsibility to establish a strong investment strategy and provide you a real time information to grow your wealth while taking note of risk factors. 

Nature Of Portfolio Management Services

Passive management

It is a set-it-and-forget-it long-term strategy. It may involve investing in one or more exchange-traded (ETF) index funds. This is commonly referred to as indexing or index investing. Those who build Indexed portfolios may use modern portfolio theory (MPT) to help optimize the mix. The purpose of passive portfolio management is to generate a return that is the same as the chosen index.

Active management

It involves attempting to beat the performance of an index by actively buying and selling individual stocks and other assets. Close-ended funds are generally actively managed. Active managers may use any of these wide ranges of quantitative or qualitative models to aid in their evaluations of potential investments. Passive portfolio management is also known as index fund management.

Benefits of Portfolio Management Services

Expert management

Get a very professional approach with real-time decision making for your portfolio.

Diversification

We always strive to offer transparent and diversified services for the best interest of your finances.

Personalized Plans

We offer professionally dedicated individual investment plans as per your risk appetite and needs.

Superior Returns

Our portfolio management services are here to double your profits while maximizing diversification.

Minimizes Risk

Our Deep research and market analysis, result in reducing the risk factor on your every investment.

Leverage

We focus on making the profits greater than the interest paid from our every client.