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Portfolio Management Services (PMS)

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  • Portfolio Management Services (PMS)

PMS is ideal for high-net-worth investors seeking personalised and professional management of their equity portfolios.

What We Offer

Customised Portfolio Strategy

Portfolio designed specifically for your:

  • Risk profile
  • Financial goals
  • Investment horizon
  • Liquidity needs

Active Equity Management

Professional fund managers invest in:

  • High-quality stocks
  • Growth-oriented sectors
  • Diversified equity strategies

Performance Reporting

Regular updates on:

  • Portfolio performance
  • Sector exposure
  • Risk metrics
  • Market commentary

Who Can Opt for This:

  • High Net-Worth Individuals (HNIs)
  • Entrepreneurs
  • Business families
  • Investors seeking premium portfolio management

Benefits:

  • Professional wealth creation
  • Higher transparency
  • Customised strategy
  • Ideal for large investments