At RSFS, we specialize in guiding and helping to select the right customized Portfolio Management Services tailored exclusively for high net-worth individuals (HNIs), ultra-high net-worth individuals (UHNIs) and NRIs across India. We provide unique investment strategies and recommend investment options that resonate with your financial goals.
Portfolio Management Services provide a sophisticated investment platform explicitly designed for discerning investors. This exclusive service encompasses personalized investment portfolio creation, management, and optimization. As par SEBI, the eligibility for PMS services is a minimum investment corpus of Rs 50 lakh for individuals.
Portfolio Management Services offer an extensive and personalized approach to investment management. Depending on the level of control, involvement, and specific requirements of the client, different types of PMS provide various degrees of customization and expertise. It allows clients to access professional investment management that aligns with their financial goals, risk tolerance, and investment philosophy. These services are highly personalized and can be broadly categorized into the following types:
In discretionary PMS, the portfolio manager has complete authority to make investment decisions on behalf of the client. Clients entrust their funds to the manager, who takes care of asset selection, timing, and execution.
In non-discretionary PMS, the portfolio manager advises the client on investment choices but does not make any investment decisions without the client’s explicit consent.
In advisory PMS, the portfolio manager offers investment advice, but the client is free to accept or reject it. The client maintains complete control over the investment portfolio.
Some PMS providers may offer specialized services targeting specific sectors, themes, or investment strategies. These might include:
Fixed Income Investments: Targeting stable returns through investments in bonds, money market instruments, and other fixed-income assets.
Customized Investment Strategies:
We collaborate with you to craft investment strategies specific to your unique financial goals, whether you’re an HNI, UHNI or NRI.
Exclusive Investment Options:
As an experienced and trusted distributor of Portfolio Management Services, we help clients explore a range of curated investment opportunities for investments in customized portfolios of equities, bonds, mutual funds, fixed income, and more, carefully selected to match your profile and risk tolerance.
Dedicated Customer Services:
Our expert team actively works and communicates with you throughout your investment journey to make the whole process hassle-free and profitable.
RSFS is committed to transforming your financial aspirations into sustainable success. Connect with us to explore how our exclusive guidance for Portfolio Management Services can bring the desired outcome for you.
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