Portfolio Management Services
Embarking on the journey of profound wealth growth
Welcome to the realm of Portfolio Management System (PMS), where astute investors from the High Net Worth (HNI) and Ultra High Net Worth (UHNI) segments seize the power to cultivate wealth through direct equity investments. In the dynamic landscape of equity investing, the Portfolio Advisory Services emerge as the beacon of tailored wealth creation.
Unlocking the Essence of PMS
At its core, PMS offers a structured haven for affluent investors to channel their resources into the world of direct equity. Devising a successful equity investment strategy requires relentless devotion – a commitment often at odds with the demanding schedules of investors. Enter PMS, designed to alleviate this concern by uniting seasoned fund managers with your financial aspirations.
A Closer Gaze into PMS
Elevate your financial journey through PMS, where investments are executed and managed by adept fund managers. These managers, well-versed in the complexities of the financial landscape, curate portfolios aligned with your objectives. With a regulatory framework upheld by SEBI, the PMS realm beckons the discerning investor to explore the pinnacle of equity investment.
Nurturing Your Portfolio with Precision
Client Profiling: Rooted in meticulous client engagement, our relationship managers orchestrate in-depth conversations to discern your aspirations and risk appetite. Our commitment to your interests forms the bedrock of this PMS journey.
Product Insight: Delve into an array of funds, each a masterpiece tailored to specific objectives. Kunvarji Wealth Solutions exclusively partners with well-managed funds to foster long-term wealth multiplication.
Agreement Establishment: A contractual agreement between you and the PMS provider solidifies the terms, investment goals, and risk assessment, underlining transparency and alignment.
Account Initiation: As the agreement takes shape, your investment account opens, embracing the regulatory documentation, including the Know Your Customer (KYC) requisites stipulated by SEBI.
Active Management: Envision a professional fund manager steering your portfolio through market ebbs and flows. Constant vigilance and informed decisions ensure optimal investment performance.
Reporting and Connection: Our relationship managers foster an ongoing rapport, diligently furnishing periodic reports on portfolio health, investment activities, and critical performance metrics.
PMS vs Mutual Funds – Decoding Distinct Facets
| Parameter | Portfolio Management System | Mutual Funds |
| Structure | Fund investing in direct stocks and actively managed portfolio | Funds from multiple investors are pooled to create portfolio managed by a fund manager |
| Customization | Highly customized | Works on pre-defined investment mandate and restrictions |
| Minimum Investment | INR 50 Lakhs | INR 500 for SIP |
| Investor Ownership | Investor owns the underlying stock / security directly | Investor owns the Units of the Fund only |
| Regulatory Purview | SEBI governed but relatively flexible | SEBI governed but highly regulated |
| Transparency | Direct visibility on the stocks held in portfolio | Updates and disclosures on fund movements and NAV |
| Fees | Higher and based on AUM invested or Fixed Fee | Charged as Expense Ratio covering administration, management fees, and other managerial costs |
Crafting Your PMS Odyssey at Kunvarji Wealth Solutions
Embark on a bespoke journey towards wealth multiplication with Kunvarji Wealth Solutions by your side. Whether it is Corporate or Individual Portfolio Management, our commitment to a well-diversified investment strategy, molded to your risk and return appetite, forges a path illuminated by expertise spanning decades.
Set Sail for PMS Excellence
Ready to elevate your financial endeavors? Click here to initiate a call, orchestrating a dialogue that shapes your financial tomorrow with Kunvarji Wealth Solutions. Empower your journey through the avenue of PMS, where stability meets growth in a symphony orchestrated by seasoned professionals.
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