Services
WHAT WE DO
#1
PMS - Portfolio Management Service
PMS is a professional service where qualified and experienced portfolio managers backed by a research team, manage equity portfolios on behalf of clients for generating Alpha Returns.
#2
Mutual Funds
Investors own units of the mutual fund against their investments, and the value of these units fluctuate with the performance of the underlying assets. With multiple mutual funds in each category such as – Equity Funds, Debt Funds, Hybrid Funds, Tax Saver Funds, etc. – there is a mutual fund for everyone!
#3
Platform for Equity or Stocks
Our world-class infrastructure, powered by cutting-edge technology, ensures minimal downtime and optimal performance, setting a new standard for trading & investment excellence in Indian Stocks and Global Investment Opportunities with US Stocks.
Why Choose Us
We are a team of INVESTMENT BANKERS from
BOMBAY STOCK EXCHANGE
Engineering the Market
Our team of Financial and Engineering Experts Committed for your Success
Trustworthy Solutions
Data-Driven, Transparent, Trustworthy Solutions for Informed Investing
Safety First
Advanced Security: Your Investments Safeguarded by Cutting-edge Technology
Still Equities as % of Household Assets is lowest in India, reflecting the Future Potential of Money Flow into the Indian Markets
Your financial future starts here.
Get your free financial diagnosis now.
Request A Quote
Unlock the secrets to financial success with our complimentary financial diagnosis.
Our expert advisors will meticulously analyze your current financial situation, identify areas for improvement, and provide tailored strategies to help you achieve your investment goals. Don’t miss this opportunity to take control of your financial future.
Schedule your free consultation today.
Testimonials
What Our Clients Say?
FAQ
Frequently Asked Questions
Q.1 What is Portfolio Management Services (PMS)?
Portfolio Management Service 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.
Q.2 What are the benefits of Portfolio Management Service (PMS)?
There are many benefits of availing Portfolio Management Services. Some of them are:
1. Professional Management : PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
2. Constant Portfolio Tracking : We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
3. Risk Control : Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.
4. Convenience : Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
5. Transparency : You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis.A password protected web login will enable you to access details of your investment on click of a button. The following portfolio reports are accessible online:
5.1 Performance Statements
5.2 Portfolio Holding Reports
5.3 Transactions Statements
5.4 Capital Gain/Loss Statements
Along with it we also send half yearly reports and yearly Audited reports for convenient Tax Filing.
6. Dedicated Relationship Manager : Your Relationship manager will help you carefully understand your financial goals and advise you the right product mix. The relationship managers ensure that you receive periodic updates and account performance reports.
7. Personalized Approach : In PMS, you gain direct personalized access to the professional money managers who actively manage your portfolio. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc. with the fund management team.
Q.3 Can I open a PMS account with a combination of cash and stocks?
Yes, you can open a PMS account with a combination of cash and stocks. The initial portfolio of securities/ shares will be re-aligned as per the model portfolio
Q.4 How can I put in money in my PMS account?
Your PMS account will activate only after you deposit a minimum of Rs. 50 lacs in the account (combination of cash and stocks). To put in money, you can use following ways:
If you have banking facilities you can transfer funds in Indian Rupees to your PMS account by online transfer (RTGS/NEFT), cheque, or wire transfer.
Q.5 What are Mutual Funds?
Mutual funds are an investment option that pools the money of numerous investors to purchase securities such as stocks, bonds, money market instruments, and other types of securities. A team of fund managers then distribute a mutual fund’s assets in order to make money for the fund’s shareholders. Common people can invest in broad portfolios of assets like stocks, bonds through mutual funds.
Q.6 What types of Mutual Funds are available in India?
The common types of mutual funds include
– Equity funds
– Debt funds
– Hybrid funds
– Liquid funds
Q.7 What is a systematic investment plan (SIP)?
A systematic investment plan, or SIP, is an intelligent and simple way to invest in mutual funds. SIP enables you to make recurring, predefined investments of a specified amount. Each time you make an investment; more units of the scheme are added to your account. This allows you to balance out the cost of investment by buying during both falling and rising markets. It also allows you to leverage the power of compounding.
Your financial future starts here,
Get your free financial diagnosis now!
Investment Banker
We are a team of Investment Bankers from Bombay Stock Exchange
Financial Goals
Catalyst for Our Client’s Financial Aspirations, Empowering to Achieve Dreams
Classified Transactions
Private Nature and Potential for Long-Term Investment Horizons