PMS (Portfolio Management Service)
Bespoke PMS for maximum returns
Trusting the experts
Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. Many investors have equity portfolios in their Demat Account but managing them can be a challenge. PMS is a systematic approach to maximise returns while minimizing the risk factor on your investments. It enables you to make sound decisions that are supported by extensive research and factual data without lifting a finger. Additionally, it better prepares you to deal with market adversity.
Why should you opt for portfolio management services?
You should consider PMS if:
- You have a high net worth.
- You have limited knowledge about investment and the procedure involved.
- You do not have the time to monitor and rebalance your investment.
- You are unaware of market volatility and ways to safeguard your investments in times of market uncertainty.
- You are looking to diversify your investment to reap benefits across multiple asset classes such as stocks, debts, equities, and so on.
At Finvestwala, we understand that everyone's financial goals are unique.
To provide the best possible service and personalized solutions for managing your assets, we take the time to understand your specific needs and circumstances.
The brief form we ask you to complete is the first step in building a strong client-advisor relationship. It gathers crucial information about your financial situation, risk tolerance, and long-term aspirations. By providing this information, you’re empowering our team of qualified advisors to tailor investment strategies that perfectly align with your financial objectives.
Think of it as a roadmap to your financial success. The more details you share, the more effectively we can navigate you towards achieving your financial goals and building a secure future.