PMS – Lunavat Financial Services

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) refer to professional investment management services offered by portfolio managers to high net worth individuals (HNIs) or institutional clients. PMS allows clients to customize their investment portfolios according to their specific investment goals, risk appetite, and investment time horizon.

Experienced Fund Manager

Our Portfolio is managed by experienced and Qualified Fund Managers.

Strong and Active Risk Management

Risk Management Parameters like – Investment in single stock not more than 10% . One sector 20% . such parameters are implied while maintaining portfolios.

Active and Regular Monthly Review

Monthly review of Portfolio is done

Quality stock selection

PMS follows the several quantitative and qualitative parameters of stock selection. From these stocks, fund mangers pick few stocks and give place in their portfolios, thereby increasing probability to give higher returns

Worry Free Investment

Fund manager has to take all pain of returns on our portfolio . Investor has to review the performance. He need not go through the pain of stock selection.

PMS can be an attractive investment option for high net worth individuals or institutional clients who have a significant amount of investable assets and require professional investment management services. However, investors should carefully evaluate the fees, investment performance, and other factors before investing in PMS. We are professional financial service providers who can help evaluate the options and make informed investment decisions.

Please contact us for more details. We will be happy to help you.

About Us

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes. Read More…

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