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Portfolio Management Services

Portfolio Management Service (PMS) is a tailor made professional service offered to provide professional management of your investment to create wealth. The Investment solutions provided by PMS cater to a niche segment of clients. The clients are Individuals with high net worth.

  • NRIs can invest in equity in India through the Portfolio Investment Scheme (PIS) of the Reserve Bank of India (RBI)
  • PMS is a simple way to invest lump-sum into the Indian markets especially for the NRIs based in US & Canada
  • Portfolio manager has full discretionary power to manage your portfolio, i.e. he can buy/sell stocks without consulting you.
  • This is a customized service with a manager working closely with you.
  • You will have a transparent view into all the decisions the manager takes and can decide to exit whenever you like.
  • Our Partners, Samvitti Capital Pvt. Ltd. provide PMS. They are a SEBI registered asset management boutique investment firm
  • They have a combined investing experience of more than 30 years managing proprietary funds in various capacities across multiple bull and bear cycles. They currently manage an AUM of INR 300 crores.
  • Their strategies are based on business model, fundamentals, price action, industry dynamics, macros and quantitative analysis. They pay extraordinary attention to every detail of capital allocation, security selection and execution, leveraging technology and experience
  • The promoters net-worth are invested in the products they manage
  • They have no conflicts with any third party or any broker relationships – No unnecessary churn of the portfolio. Samvitti makes money, only if the portfolio does well
  • For more details click here www.samvitticapital.com
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