Portfolio Management Services

Portfolio Management Service (PMS) is a facility offered by a portfolio manager with the intent to achieve the desired rate of return within the desired level of risk. 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 add personal preferences and financial goals.

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.