Portfolio Management Service (PMS)

Tailored Investment Solutions for Your Financial Growth

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What is Portfolio Management Service?

Portfolio Management Services (PMS) offer personalized investment strategies designed to meet the unique financial goals of high-net-worth individuals. Our expert portfolio managers build a customized portfolio based on your risk appetite, investment horizon, and preferences, helping you maximize returns while managing risks.

Portfolio Rebalancing:The portfolio is regularly reviewed and rebalanced to adapt to changing market conditions and achieve optimal returns.
Management Fees:PMS typically charges a management fee that may range from 1% to 2% of assets under management (AUM). Additionally, a performance fee may be applicable, usually 10% to 20% of the returns over a pre-defined benchmark.
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Features

Personalized Investment Strategy: We offer customized portfolios based on your financial goals, risk tolerance, and time horizon. Each portfolio is designed to align with your long-term objectives.

Expert Management: Our seasoned portfolio managers and analysts actively manage your investments, leveraging their expertise to identify opportunities in diverse markets.

Tax Efficiency: Our PMS strategies aim to optimize the tax implications of your investments, helping you retain more of your returns.

Diversification: We employ diversification strategies to minimize risks and ensure balanced growth by spreading investments across multiple asset classes.