Equity Portfolio Management Services aims at offering our valued HNI customer's specialized services which helps them to create Equity based portfolio. A minimum amount of Rupees 25 Lakh is a must for Equity PMS as per SEBI guidelines.
Investor through Equity Portfolio Management Service can take advantage of the expertise of a professional portfolio manager, who creates a portfolio of various shares, to make a bigger capital for future goals.
Equity PMS is a professional service which is managed by a team of well qualified and experienced experts who are portfolio managers. These portfolio managers are supported and backed by a team who dedicates itself to research. So, you can expect pretty good advice with Equity PMS services. It will ensure that only high performing stocks are part of your portfolio.
There are two types of PMS services namely Discretionary and Non-Discretionary. Discretionary Services are those services where the portfolio manager takes the decision on the investor's behalf while in case of the non-discretionary services the portfolio manager advises the investor and only after the approval is given by the investor, the portfolio manager act accordingly.
Swaraj has over two decades of experience in Equity PMS. We offer both discretionary and non-discretionary Equity PMS Service as needed by the investor. Swaraj has dedicated team of experts who deal only with the Equity and recommends only the stocks which can perform well.
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