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Portfolio Management Services
Services
Portfolio Management Services
PMS is our core offerings which is envisioned basis specific client needs and their financial goal. Our team gets in touch with the client to create a blueprint of their financials goals and dreams. We get extensively involved for review and analysis of our clients current financial situation. During the process we get to know our clients on a personal level, which helps us do their risk profiling. Based on the communication, we provide a detailed customized solution/ plan for individual clients.
In this strategy, we run a well diversified/ hyper-scaler portfolio for our clients. This strategy is suited for clients who are looking to enjoy sustainable profit over a long period of time. Under this strategy we offer an end to end service model for our clients. Meaning, from planning to execution everything is performed by our team.
Under this strategy, we capture themes, sectors, stocks and participate with strong risk management capabilities. This helps give our investors superior risk adjusted returns. Having worked and interacted closely with some of the most successful wealth creators in the Indian equity markets, we observed that the key to wealth creation is to follow a successful stock selection process aligned with correct capital allocation. We are focused to catch Mega Trends and follow the process, adhering to the principles of good risk management, which are relevant across time and market cycles.
The core principle that guides our PMS strategy is to “ride your winners, cut your losers”. We also maintain defined exit protocols so that your risk can be strictly controlled. This investing strategy will allow you to capitalize on mass movements and investor psychology.
Services
Portfolio Management Services
PMS is our core offerings which is envisioned basis specific client needs and their financial goal. Our team gets in touch with the client to create a blueprint of their financials goals and dreams. We get extensively involved for review and analysis of our clients current financial situation. During the process we get to know our clients on a personal level, which helps us do their risk profiling. Based on the communication, we provide a detailed customized solution/ plan for individual clients.
In this strategy, we run a well diversified/ hyper-scaler portfolio for our clients. This strategy is suited for clients who are looking to enjoy sustainable profit over a long period of time. Under this strategy we offer an end to end service model for our clients. Meaning, from planning to execution everything is performed by our team.
Under this strategy, we capture themes, sectors, stocks and participate with strong risk management capabilities. This helps give our investors superior risk adjusted returns. Having worked and interacted closely with some of the most successful wealth creators in the Indian equity markets, we observed that the key to wealth creation is to follow a successful stock selection process aligned with correct capital allocation. We are focused to catch Mega Trends and follow the process, adhering to the principles of good risk management, which are relevant across time and market cycles.
The core principle that guides our PMS strategy is to “ride your winners, cut your losers”. We also maintain defined exit protocols so that your risk can be strictly controlled. This investing strategy will allow you to capitalize on mass movements and investor psychology.