Portfolio Management Services (PMS) are tailor-made investment solutions designed for high-net-worth individuals (HNIs) seeking personalized portfolio strategies. PMS offers a high level of customization, flexibility, and transparency to help investors outperform traditional investment avenues.
Each portfolio is actively managed by professional fund managers who craft strategies based on individual financial goals, risk appetite, and market dynamics. With PMS, investors get direct ownership of stocks and a curated investment approach aligned with wealth creation objectives.
At AG Finserv, we work closely with top-tier PMS providers to give our clients access to proven investment philosophies and consistent performance.
Why Choose PMS with AG Finserv?
PMS is best suited for investors looking for concentrated equity exposure, in-depth research-based investing, and long-term capital appreciation. Our team evaluates multiple strategies and fund managers to help you select a PMS that aligns with your unique investment profile.
With AG Finserv, you benefit from personalized consultation, seamless onboarding, and regular portfolio updates, ensuring complete control and visibility into your wealth-building journey.
- Tailored strategies built for your risk-return expectations
- Access to top-performing SEBI-registered PMS providers
- Direct stock ownership with focused investment approach
- Quarterly reporting, portfolio transparency, and performance reviews
- Diversified themes: growth, value, sectoral, and multi-cap strategies
- End-to-end support from selection to monitoring
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