We have tied up with 3 Asset Management Companies (AMC) for the PMS services. All of them offer varied strategy thus suiting the investment Goal one has. Investing via PMS relieves you from all monitoring hassles with benefits like regular reviews, strong risk management, flexibility and makes it an ideal investment avenue for medium to high net worth investors. All have a discretionary Portfolio Management Service team, which offers professional management of your investments with an aim to deliver consistent returns.

Various Strategies by various AMC’s in PMS:

A. Motilal Oswal Asset Management Company (MOAMC)

• Value Strategy
• Next Trillion Dollar Opportunity Portfolio
• India Opportunity Portfolio Strategy
• India Opportunity Portfolio Strategy – V2
• Business Opportunity Portfolio

B. Invesco:

• 1. R.I.S.E
• 2. DAWN
• 3. Caterpillar Portfolio

C. ASK:

• 1. India Entrepreneur Portfolio

Key Benefits of Investing via PMS:

• Strong and Active risk management
• Diversification of portfolio for adequately spreading equity related risks.
• Active and regular monthly review and portfolio rebalancing
• Experienced and Professional fund management team
• Flexibility to switch from one strategy to other
• Additional purchase facility & Partial Withdrawal facility
• Buy & Hold philosophy with focus on better post tax returns for the clients
• MOAMC Flagship "Value Strategy” has consistently outperformed the benchmark across market cycles over a 13 year period.
• Client will get CA Certified Tax statement end of every financial year