Portfolio Management service is an initiative offered by Wealth management company to manage an individual’s investment portfolio
The main objective of this service is to help individuals achieve the client's financial goals while taking into account their risk tolerance, investment horizon, and their current financial situation
Portfolio Management services are particularly beneficial for high-net-worth individuals or investors who require professional expertise to manage their wealth
Key aspects of PMS
Portfolio Management service is an initiative offered by Wealth management company to manage an individual’s investment portfolio
Risk Management
Asset Allocation
Investment decision
Diversification
Tailored Solutions
Regular monitoring
Our Portfolio
Explore a range of comprehensive portfolios designed to meet your unique financial needs
1
Supervalue Mid Cap & Small Cap
In this portfolio, 70% allocation is done to largecaps and balance 30% in small and mid-cap companies. Given the historic returns associated with this fund, it’s always a safe choice
2
Flexicap Porfolio
It contains a healthy mixture of large cap, small cap, and mid-cap schemes. It also invests in bonds and gold to limit the risk. This idea helps it to capitalize on the growth of large and midcap segment.
3
Alliance
It’s a mixture of both equity and debt schemes where it targets flexicap schemes in equity space and also on investment grade bonds & fixed income securities to balance the risk out
4
Alternate strategies
It involves investing in equity as well as equity derivatives through Alternate Investment funds (AIF) to produce returns with lower volatility