Portfolio Management Services (PMS)
Portfolio Management Services refer to professional investment management solutions tailored for high-net-worth clients. PMS involves creating and managing segregated portfolios of equities, fixed income, or other securities, customized to meet individual risk and return objectives. The investment manager actively monitors and rebalances the portfolio, providing clients with personalized advice, research, and reporting.
AMFI registered Mutual fund Distributor
ARN - 280109
Date of initial registration: 07/11/2023
Current validity: 06/11/2026
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