PMS (Portfolio Management Services)

Get Professional Management for Your Investments with PMS

Portfolio Management Services (PMS) offer tailored investment strategies managed by experts. Designed for high-net-worth individuals (HNIs), PMS focuses on maximizing returns by constructing and managing a diversified portfolio based on your financial goals, risk profile, and market conditions.

Who Should Invest?

HNIs and serious investors seeking expert-driven, goal-based portfolio growth.
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Potential Benefits

Professional management, tailored strategy, and potentially higher returns
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How to Get Started?

Connect with our PMS advisor, assess your goals, and fund your account.
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Why Choose PMS?

Let expert fund managers grow your wealth with customized strategies.

Personalized investment strategies based on your profile
Professional fund management with real-time monitoring
Transparent reporting and performance tracking
Greater flexibility and control than mutual funds
Ideal for large investments and wealth optimization
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    Call: 079727 20572​

    What should I include in my personal statement?
    PMS offers customized investment solutions managed by professional portfolio managers for high-net-worth individuals.

    How is PMS different from mutual funds?
    Unlike mutual funds, PMS portfolios are tailor-made and individually held in your name with direct stock ownership.

    What is the minimum investment required in PMS?
    As per SEBI guidelines, the minimum investment amount for PMS is ₹50 lakhs.

    Who should invest in PMS?
    It is suitable for investors looking for personalized strategies, transparency, and higher risk-adjusted returns.

    How is the performance of a PMS tracked?
    You receive regular performance reports, and your investments can often be tracked through dedicated client dashboards.

    Can I get a free trial before I purchase?
    No, returns are market-linked and depend on the strategy, manager’s decisions, and market movements.

    Still have you any problem for solutions?

    For any inquiries relating to my Retail and Leadership Programs or Coaching and Mentoring services feel free to speak to me personally by call us during business hours.

    Head office address:

    Nyay Nagar, Chhatrapati Sambhajinagar

    Call for help:

    079727 20572

    Mail for information:

    nagorianiket20@gmail.com