Portfolio Management Services
Professional portfolio management for high-value personalized investments
Dedicated Portfolio Manager
Personal attention from experienced portfolio managers
Customized Strategy
Investment strategy tailored to your goals and risk profile
Active Management
Dynamic portfolio adjustments based on market conditions
Risk Management
Robust risk management framework and regular monitoring
Transparent Reporting
Detailed performance reports and portfolio updates
Investment Strategies
Multi-Cap Growth Strategy
A diversified portfolio focusing on high-growth companies across market capitalizations
Minimum Investment
₹ 50 Lakhs
Risk Profile
High
Historical Returns
1Y
18.5%
3Y
15.8%
5Y
16.2%
Key Features
- • Active portfolio management
- • Quarterly rebalancing
- • Focus on quality growth stocks
Value Discovery Strategy
Identifies undervalued companies with strong fundamentals and growth potential
Minimum Investment
₹ 50 Lakhs
Risk Profile
Moderate to High
Historical Returns
1Y
16.2%
3Y
14.5%
5Y
15.8%
Key Features
- • Bottom-up stock selection
- • Focus on intrinsic value
- • Long-term investment horizon
Focused Leaders Strategy
Concentrated portfolio of market leaders with sustainable competitive advantages
Minimum Investment
₹ 1 Crore
Risk Profile
High
Historical Returns
1Y
20.4%
3Y
17.2%
5Y
18.5%
Key Features
- • Concentrated portfolio of 15-20 stocks
- • High-conviction ideas
- • Focus on market leaders
Start Your Investment Journey
Connect with our experts to create your personalized investment strategy