What is PMS (Portfolio Management Service)?

A Portfolio Management Service is an investment structure created especially for high net-worth individuals to provide customized solutions for their financial investment needs. Investment management solutions in a PMS can be provided in three ways – Discretionary Portfolio, Non-Discretionary Portfolio, Advisory Portfolio. Currently we are only offering Discretionary PMS to investors.

Do we offer advisory services?

We offer Portfolio Advisory services through a small case platform.

Do we have any product with a lower investment amount?

Our group entity, Marcellus Capital Partners LLP offers Advisory services through small case platform for a portfolio size as low as Rs. 4 lakhs approx., though this may vary depending on market price of the stocks.