Portfolio Management Service

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The clients can be Individuals or Institutions entities with high net worth.

Under the PMS, we follow the S.M.A.R.T. (Specific Measurable Attainable Relevant Time-bound) framework to make data-driven decisions. Our strategy is time-tested and uses specific measurables. The S.M.A.R.T. framework lies at the cusp of fundamental and technical analysis. Under this framework, we follow a three-step approach to help you achieve your financial goals:

• Financial Health check-up.
• Goal Planning.
• Create a portfolio that aligns with your goals.