Are you busy like a bee earning money but don’t have time to build wealth? Don’t worry!
We have dedicated financial experts to handle your hard earned money and create wealth for you and your family.

Many investors invest in the markets during excessive optimism and market frenzy; wrongly select stocks and select during a lot of churn resulting in high impact cost thereby resulting in principal loss and poor returns. Our expertise will enable you to avoid all those and time the market in a better manner and diversify your portfolio for optimum returns.

PMS will be better suited to Mutual Funds for high investments, because you can specifically allot your funds to different types of stocks, debt instruments etc. If you are a discerning investor, who is not risk-averse to achieve greater returns, you want your investments to be managed more aggressively than a mutual fund.

We start with discussion with our customers to thoroughly understand their expectations and risk appetite and formulate a customized plan for them. We help you navigate the complex task of wealth building through our financial experts.

Your risk appetite can be anyone of the following:

• Higher Returns by taking aggressive positions across sectors or market capitalizations
• Long term capital appreciation with lower volatility, taking long positions in the cash market and taking short positions in the index futures
• Achieve growth over a period of time by planned investments in fundamentally & technically sound companies
• Achieve steady returns over long period in selected stocks from BSE 100 & NSE 100 indices
• Capital appreciation over a long period by investing in a diversified portfolio

Our Portfolio Managers will suggest you to correct timing based on market research and will offer you a lot of flexibility in building your portfolio. We identify attractive investment opportunities and utilize the same to your advantage by investing in a disciplined manner.

You will have a personal portfolio manager, with whom you can interact at any time about any concerns you might have. You will be consulted on any major changes in asset allocation or change in investment strategy.

We craft a basket of stocks, bonds or mutual funds based on your personal preferences and risk appetite.  If you already have an existing portfolio, entrust us with that, we will revamp that to suit your risk appetite.