Portfolio Management Services

Portfolio management service (PMS) is provided by professional money managers to informed investors and can be tailored to meet specific investment objectives. PMS providers invest directly in securities through focused portfolios.

With a large number of PMS available in the market, we have been engaged with the top PMS on the basis of their respective performance and services. They include Unifi, Marcellus, Abakkus,  ICICI Prudential PMS, Phillip Capital & Buoyant Capital, and Motilal Oswal PMS.

This kind of product is suitable for the person who wants personalized Equity Investments and thus chooses PMS over Mutual funds.

The research team maintains a high level of transparency through one-on-one client meetings and flexibility in seeing the portfolio at any time.