Portfolio Management Services (PMS)

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. In a market saturated with a plethora of investment avenues, Portfolio Management is an exclusive and premium service available to the more discerning and select investor. As a “managed account” with individual attention to each investor’s portfolio and a wide range of sophisticated portfolio strategies, PMS would warrant an allocation in the core portfolio for any High Net Worth Individual such as yourself.

As a discerning investor, who understands risk-reward ratio, you want:

A portfolio comprising of Select ideas: Backed by a high level of Investment Expertise and research.

Innovative and Sophisticated Strategies: Providing a platform to take exposure to and diversify into new investment opportunities.

Ability to take focused bets both in stocks and sectors: Build a portfolio of high conviction ideas and take meaningful exposure to such companies, thereby adding value when these stocks play out their potential.

Personalization and Customization: The Portfolio manager builds and manages each portfolio keeping in mind the strategy selected and the timing of investment.

Transparency and a higher level of information: Frequent information flow to clients on market views and portfolio actions.

Portfolio Management Services is a platform that can deliver to these expectations.

Why SP Wealth:

At SP Wealth we are not biased towards any service provider. We represent almost all leaders in the segment to give you best.

We actively work with….

  • Alchemy Capital,
  • Kotak PMS,
  • DHFL Pramerica PMS
  • Motilal Oswal PMS,
  • Multi Act PMS,
  • Invesco PMS,
  • Sundaram,
  • Nine river capital PMS,
  • Unifi PMS,
  • Just to name a few…

Quick Contact

104, Amfotech Park,
Plot No. A-16, Road No. 8,
Opp. Old Passport Office,
Wagle Estate, Thane – 400604. Maharashtra, India

Call: 09820233144, 09967675544

E-mail: sandeep@spwealth.co.in      theinvestplus@gmail.com

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