ABOUT PORTFOLIO MANAGEMENT SERVICES (PMS)

We offer advisory services to individuals who not only understand the long-term potential of equities as an asset class, but also understand the associated risks. We also have an access to a number of Third Party PMS by various Fund Houses and NBFCs with research desk that actively researches and tracks their performance. PMS is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

Many people are afraid of stock market investment due to the fear that a fall in stock market might jeopardize their financial security. However, we're aware that there's an element of risk in all investments. Holding cash in our bank accounts is considered to be very safe, but historically it has not always provided an adequate hedge against inflation. So, cash cannot be considered as the most effective for long-term investment.

Services provded under Equity Investment:

The main products of life insurance include:

  •   Advisory based Direct Equity Trading
  •   Depository Services
  •   Portfolio Management Services (PMS)
  •   Stock SIP
  •   Online & Mobile Trading

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