Portfolio Management Services :
Portfolio Management Services (PMS) is a sophisticated investment vehicle, where in investment portfolio is created in Stocks, Fixed income & other individual securities, managed by a professional fund manager that can potentially be tailored to meet specific investment objective. We are pleased to offer both Discretionary PMS* as well as Non- Discretionary PMS** from third party providers (fund houses / financial institutions).
*Discretionary PMS: The Portfolio Manager is empowered to take decisions on behalf of the investor.
**Non-Discretionary PMS: The Portfolio Manager only offers suggestions to the investor, and the investor takes the final investment decision.
Alternative Investment Funds
We offer a range of comprehensive Alternative Investment Funds (AIF) that diversifies portfolio through an extensive range of products such as Private Equity, Alternative Investment Funds, Real Estate Funds, etc made available from our partners.
Axis Bank has tie-ups which offers investment opportunities in various fixed-income issuances from private sector and public sector enterprises through which one can invest in Primary market, Secondary market & Private placement.