Portfolio Management Service (PMS) is a product offering that caters to the investment needs and objectives of a certain investor class.

It is ideally suited for investors who,

• Lack sufficient time to adequately monitor and manage a portfolio
• Lack sufficient interest and knowledge of financial marketplace to obtain the desired results
• Desire Customized and Research oriented investment solutions
• Desire investment decisions that minimize emotion and manage risk
• Desire returns that are in sync with their risk profile (ability to take risk)

Our portfolios are designed and offered solely based on identifying the risk profile of the customer and investment in these portfolios are tailored to the risk-reward profile that is established for the same. The portfolios invests in equities, debt instruments, gold ETF’s, and other structured products and is managed by competent portfolio managers. The securities are held in an investor’s own depository account and as such can be monitored and viewed by the investor. Regular performance reports and research notes are also provided to the investors in the respective portfolios.

Benefits of PMS

Competent Management
Portfolios are constructed, managed, and rebalanced as needed under the expert supervision of the Portfolio Manager backed by a strong research team.

Ongoing Monitoring
Portfolio’s are monitored daily and new information is continuously assimilated into the investment decision making process. This facilitates rebalancing the portfolio as and when needed.

Best of Breed Research
Our research team provides customized and research oriented investment solutions that aids portfolio managers in decision making.

Tailored to meet your profile
Needs identification and portfolios selection based on your risk-reward profile ensures that the investments are made considering your risk appetite and long term financial needs.

Transparency
Investors in PMS can monitor their investments through a dedicated website. Monthly reports are emailed to customers detailing account performance.

We currently offer three different portfolios to the customers

Hedge Conservative Portfolio

Hedge Conservative Portfolio is designed for investors who seek some modest potential increase in the value of their investments and are willing and able to accept some limited volatility in the capital investments. For details about this portfolios click here

Hedge Moderate Portfolio

Hedge Moderate Portfolio is intended for the investors whose primary investment objective is to seek moderate returns over investment time horizon. A moderate investor is equally concerned about the risk – return trade off and is willing to accept limited volatility for the capital invested. For details about this portfolios click here

Hedge Aggressive Portfolio

The primary objective of this portfolio is to seek considerable accumulation of wealth over the investment time horizon. The investors who are willing to accept fair amount of volatility in the capital and fully understand the emotional and monetary impacts these could have on the value of the investment are the right prospect for Hedge Aggressive Portfolio. For details about this portfolios click here