Portfolio Management Service
ROBO PMS
Products Offered
Discretionary (D-PMS) & Non-Discretionary (ND-PMS) Portfolio Management Services to its large base of HNI and Corporate investors.
Dual Approach to beat Volatility
Access to research content created by a team of experienced Research Analysts and Fund Managers
Core and Satellite Approach towards PMS to beat Volatility
Benchmark – BSE 200
- Multi cap strategy
- A Consumption focused portfolio with 12 – 18 stocks ideas
- Benchmark – BSE 200
Benchmark – CNX 100
- Multi cap strategy
- Sector agnostic Portfolio (Diversified equity portfolio)
- A focused 15 – 20 stocks ideas
- Benchmark – CNX 100
Portfolio Management Service
It would be our privilege to extend our services to the best of our abilities that will help you achieve you desired goals. As your preferred Broker we are committed to fulfill your financial goals at all the time.
Fund Manager Availability
Flexibility of discussing investment decisions with Fund Manager
The client is always the final decision maker and consulted Frequently
Create Result – Long time
Customised strategy tailor made to suit individual risk profiles.
Ideal for long term investors who are looking for professional management of their portfolio
Features
This PMS is ideal for long term investors who are looking for professional management of their portfolio, while retaining the final decision with themselves
Regulated
We are associated with a SEBI authorised PMS Entity for this.
Customizable
Model Portfolio is available for the clients’ reference
Transparency
The client can access his portfolio online anytime
Accountability
Offers wide array of investment products/options to choose from at the client’s will
Performance
Rigorously researched portfolio that is benchmark agnostic and focused on wealth creation
Customer Centricity
Experienced and knowledge driven guidance, Time tested approach towards PMS
Register Now
Please call us on 9840329503 or Text PMS., Our Executive will call you within 24 hours.
Please provide the following details when contacting our Team
1. NAME
2. MOBILE NUMBER
3. MAIL ID
4. LOCATION
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Frequently Asked Questions – FAQ
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