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.
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….
104, Amfotech Park,
Plot No. A-16, Road No. 8,
Opp. Old Passport Office,
Wagle Estate, Thane – 400604. Maharashtra, India
Call: 09820233144, 09967675544