Portfolio management services involves the selection, management and monitoring of a collection investments such as stocks, bonds and funds that align with an investor's long term financial goals and risk tolerance. Portfolio management is a way to bridge the gap between strategy and implementation.
We at Inveasy investment help you choose the best PMS in the Market through research of different fund managers.
MINIMUM INVESTMENT
THE minimum investment in PMS is 50 lacs.
PROFESSIONAL MANAGEMENT
PMS is created, managed and reviewed by experts in the industry with proper diversification.
CUSTOMIZATION
PMS can be customized according to the investor's needs and financial goals.
DISCRETIONARY PMS
In discretionary PMS, the portfolio manager individually and independently manages the funds and securities of each Client in accordance with the needs of the Client.
NON DISCRETIONARY
Under the non- discretionary portfolio management service, the portfolio manager manages the funds in accordance with the directions of the Client.
With so many options in the market, it becomes difficult to choose what is best for you.
Step 1
Drop us a message on Whatsapp or call us at 9959467203/9935689935.
Step 2
We will get in touch with you and get your KYC done.
Step 3
We will fix a meeting to understand your financial goals and investment objectives.
Step 4
Check your progress and all other updates from our Wealth Elite App easily from home.
Step 5
Call us in case of any query and we’ll be there.
The investors can be individual or institution. SEBI has mandated Rs 50,00,000 the minimum investment for PMS.