Oversight
We are a discretionary PMS - we make and execute all the investment decisions on your behalf. All decisions and transactions can be tracked anytime through our online portal. In addition, we provide comprehensive reporting on a routine basis, personalised communications on-demand, and well-researched market insights exclusively to our client base.
Direct onboarding
Pursuant to SEBI Master Circular for Portfolio Managers, clients have an option to enter into an Agreement with the Portfolio Manager directly, without intermediation of persons engaged in distribution services. At the time of on-boarding of clients directly, no charges except statutory charges will be levied
If this resonates with you, get in touch and access our investment brochure.