PORTFOLIO MANAGEMENT SERVICES (PMS)

    • PMS is a tailor-made professional service offered to cater the investment objectives of different investor classes. The investment solutions provided by PMS caters to a niche segment of our clients. The clients can be Individuals or Institution entities with high net worth. In simple words, a Portfolio Management Service provides professional management of your investments to create wealth. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.

    • We also have an access to a number of third-party PMS by various Fund Houses and NBFCs with a research desk that actively analyzes and tracks their performance.

    • Our service provides professional management of your portfolios with the objective of delivering consistent long-term performance while controlling risk. We recognize that portfolios need to be constantly monitored and periodic changes are needed to be made to optimize the results. A research team is responsible for establishing our investment strategy and providing us real time information to support it. Also, we take care of all the administrative aspects of a particular portfolio with a monthly reporting on the overall status of the portfolio and its performance. There is an active communication by means of regular statements and updates. Web-enabled access will ensure that you are just a click away from all information relating to your investment.

    • Some of our offerings are:

    • 1. Value Strategy

    • The Value Strategy aims to benefit from the long-term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

    • 2. Next Trillion Dollar Opportunity Strategy

    • The Next Trillion-Dollar Opportunity Strategy aims to deliver superior returns by investing in focused themes which are part of the next Trillion Dollar GDP growth opportunity. It aims to pre-dominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sector

    • You can become our partner the portfolio management services. Thelegalank is working in Jaipur, Dehli, Mumbai, Bangaluru, India, France, Asia Pacific and all over the world.

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