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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 themselves. Our robust research aids our esteemed customers to choose from a wide array of PMS Strategies offered by various AMCs. Add to this, our well trained colleagues who help you in identifying your financial goals & suggest the right fit.

Benefits Of PMS

PMS presents plan as per individual income, budget, age and ability to undertake risks.

Minimizes the risks involved in investing and also increases the chance of making profits.

Diversification of portfolio for risk management

PMS can be more aggressive with potential to generate higher returns

Offers various themes which help leverage different economic situations

High accountability of the Fund Manager

We have a comprehensive range of services including Financial Assessment and Investment Solutions:

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. No warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. BSE Mutual Fund Distributor Code: 12860 | Association of Mutual Funds in India: ARN - 111310 | EUIN - E156922

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