Portfolio Management Services

  • PMS is a SEBI-approved alternative to mutual funds. 
  • With the right manager, you can get superior returns with least possible risk.
  • Fees – Fixed or Performance fees depends upon clients choices.
  • Greater flexibility and larger opportunity set in the market.
  • Minimum investment of 50 lakhs for five years.
  • For the conservative, long-term saver, enabling retirement, children’s education or future family goals.
  • All investments in the securities markets which are held for more than one year enjoy preferential tax rates.

Our Principles

The means are as important as the end. There are some things we just won’t do for money. For example, We choose fundamentally strong companies for its clients’ portfolios. Here are our central tenets.

  • We are investment partners, not service providers.
  • We are only interested in long-term relationships.
  • Our first order of business is protection of capital.
  • It is important to us to be passionate about investing.
  • We are measured and deliberate in our decision-making.