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
Our most important value is integrity. No matter who our direct client is, we are always aware that in the end, we are shepherding someone’s hard-earned resources. We strive to deserve their trust in our character and competence.
Features of PMS
- PMS is a SEBI-approved alternative to mutual funds.
- With the right manager, you can get superior returns with least possible
- Performance fees and other charges.
- Greater flexibility and larger opportunity set in the market.
- Minimum investment of Rs. 25 lakhs for five years.
- For the conservative, long-term saver, enabling retirement, children’s education
or future family goals.
- All investments in the securities markets which are held for more than one
year enjoy preferential tax rates.
The means are as important as the end.
There are some things we just won’t do for money. For example, Our management does not recommend fundamental weak companies for its clients’ portfolios. Here are our central tenets.
- We are investment partners, not service providers.
- We are only interested in long-term relationships.
- Our first order of business is protection of capital.
- It is important to us to be passionate about investing.