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Our expert advice would help you reach your goals quicker through efficient portfolio management.
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How we do it?

  • Regular Tracking
  • Quarterly Review
  • Market Basis Review
  • Re-Balancing

Goal Planning

Risk Profiling

Asset Allocation Strategy

Client Approval

Asset Allocation & Documentation

Personal Portfolio Management Services

We use our collective resources and strong industry network to build the best wealth management and financial advisory solutions to clients, assisting them in achieving their financial and strategic goals.

Importance of Portfolio Management

Income Management

One factor financial planning is crucial is that it can truly help you manage your money in the best way possible. It can also assist you in developing a strategy that will assist you in calculating the number of resources needed for monthly spending.

Smart Investments

A smart financial plan considers your specific situation, risk tolerance, and long-term goals. It then assists you in making the best financial decisions based on your needs and objectives. Financial planning aids in the creation and planning of financial resources for the future.

Improved Cashflow

Income growth leads to an increase in overall retained earnings. Financial planning is essential for the day-to-day operations of your professional and private life. You can quickly find activities or obligations that require more attention by carefully analyzing your spending habits and budgeting.

Enhanced ROI on Portfolio

Financial planning allows you to create an integrative investment program that takes into account your goals, appetite for risk, and available liquidity, allowing you to increase the return on your portfolio.

Benefits of Portfolio Management Services

Get consistent returns for your investments

Portfolio Management Service provides professional investment management with the goal of delivering superior risk-adjusted returns. With regular reviews and risk management, it also saves clients from all monitoring headaches. All of this makes it an ideal investment option for high-net-worth individuals.

Quality portfolio professionally managed

The portfolio is managed by skilled veterans with extensive equity market experience. They manage the portfolio in accordance with the strategy communicated to clients.

Risk management

Investing in PMS in India is a way to diversify the risk of the stock market and thereby lessen the impact of negative occurrences on the portfolio.

Capable of higher risk-adjusted returns

PMS typically have a concentrated stock portfolio, it has a better chance of outperforming the underlying index, especially if the portfolio is recalibrated to account for market volatility.

Why Portfolio Management Service

Robust financial planning - Portfolio management service

Passive portfolio management helps you achieve your life’s important financial goals.

Portfolio management

Private wealth  management reduces the money related uncertainties of future needs.

vibrant financial health.

Investment advisory solutions helps you maintain vibrant financial health.

Portfolio management service enables you to regain control of your financial condition, improve your quality of life, and instil a sense of financial confidence in you.

Meticulous Execution

Semi Annual Review -Portfolio Management Service

Semi Annual Review

Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.

Frequently Asked Questions

Financial planning services refer to professional assistance and advice provided by financial planners or advisors to individuals or businesses in managing their finances. These services typically involve analyzing a client’s financial situation, identifying goals, and developing a comprehensive plan to achieve those goals.

When you engage a financial planning service, you can expect the following:

  1. Financial assessment
  2. Goal setting
  3. Plan development
  4. Investment advice
  5. Risk management
  6. Retirement planning
  7. Tax planning
  8. Estate planning
  9. Regular reviews

Financial planners may charge for their services in different ways:

  1. Fee-only: Planners charge a transparent fee for their services, typically based on an hourly rate, a fixed fee for specific tasks, or a percentage of assets under management.
  1. Commission-based: Some planners earn commissions on the financial products they sell, such as mutual funds or insurance policies. It’s important to understand any potential conflicts of interest that may arise from commission-based compensation.
  1. Fee-based: This model combines both fees and commissions. Planners charge a fee for their advice and may also receive commissions from certain financial products they recommend.

Here are some steps to finding a reputable financial planner:

  1. Research credentials
  2. Check registrations
  3. Seek recommendations
  4. Interview multiple planners
  5. Understand the compensation structure
  6. Request references
  7. Review their website and online presence

No, financial planning is not exclusively for wealthy individuals. It is beneficial for people at various income levels and life stages. Financial planning can help individuals manage their finances, set goals, and make informed decisions regardless of their wealth. Whether you are starting to save, planning for retirement, or dealing with debt, a financial planner can provide valuable guidance.

Wealth management services align investments, financial planning, and risk management to secure a prosperous future. By crafting personalized strategies, optimizing portfolios, and navigating financial complexities, these services play a pivotal role in helping individuals realize and attain their long-term financial objectives.

Yes, financial planners can assist with debt management. They can review your debt obligations, analyze your cash flow, and develop strategies to pay down debt efficiently. Financial planners may recommend debt consolidation, budgeting techniques, negotiating with creditors, or other strategies to help you become debt

Portfolio management services are provided by the firm that is registered with SEBI. Portfolio Management Services is a service provided by PMS Companies to help High Net-worth Individuals (HNIs) develop a portfolio of financial assets that are in line with their financial objectives and carry the fewest risks possible by taking the PMS investment risk into account.

As we have already discussed the benefits of portfolio management services i.e. Increased Efficiency, Lower Costs, Improved Performance, and Peace of Mind PMS are worth it.06:18 PM
The Gainers have one of the best portfolio management services and provide their clients with dedicated planners, comprehensive planning, asset management, and semi-annual reviews. The Gainers provide truly independent and unbiased advice by a dedicated personal financial planner assigned to you throughout.
It is a tailored solution for high net-worth individuals (HNIs), portfolio management services (PMS) allow for more freedom with an investor’s funds and also provide higher returns. Portfolio management services are catching up in India at a fast pace. In the financial year 2021, the Securities and Exchange Board of India (SEBI) registered 1,334 investment advisors at the three stock exchanges NSE, BSE, and MSEI.
The service offers expert portfolio management to generate reliable long-term performance while limiting risk.
Combining actively managed mutual funds, index funds, and exchange-traded funds makes up the service. The portfolio manager chooses a portfolio that is suitable for your needs, then keeps track of its performance to make sure it continues to be robust.
Investors in PMS would still be subject to the same tax obligations as those who access the capital markets directly. The investor should, however, get advice from their tax expert regarding this. At the end of the financial year, the portfolio manager should produce an audited statement of accounts to help the investor determine his or her tax obligations.
Additionally, the portfolio manager can give a thorough rundown of all investment activity, including but not limited to:
An investment plan or strategy
Portfolio structure
Analysis of investment performance
Tax ramifications of investing decisions

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