Your Goals. Your Path.

PORTFOLIO MANAGEMENT SERVICES (PMS)

We offer advisory services to individuals who not only understand the long-term potential of equities as an asset class, but also understand the associated risks. We also have an access to a number of Third Party PMS by various Fund Houses and NBFCs with research desk that actively researches and tracks their performance.
PMS is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

Some of our offerings are as follows:

Value Strategy from Motilal Oswal: The Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

Next Trillion Dollar Opportunity Strategy from Motilal Oswal: The Next Trillion Dollar Opportunity Strategy aims to deliver superior returns by investing in focused themes which are part of the next Trillion Dollar GDP growth opportunity. It aims to predominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.