Portfolio Management

Powering your equity portfolio through our personalized attention

Backed by a high level of Investment Expertise and research

Portfolio Management Services account is an investment portfolio in Stocks, Debt and fixed income products managed by a professional fund manager that can potentially be tailored to meet specific investment goals.

Advantages of Portfolio Management

icon with a person and a controller to show Balanced Portfolio in Portfolio Management

Balanced Portfolio

icon of a person with distribution graph shows Professionally managed Portfolio Management

Professionally managed

icon of a coin with round arrows shows A wide range of investing strategies in Portfolio Management

A wide range of investing strategies

icon percentage sign in a coin shows Low fees & straightforward pricing in Portfolio Management

Low fees, straightforward pricing

We have focused and disciplined
approach towards your investments

Flag icon shows our offerings in Portfolio ManagementOur Offerings

  • Online-access to your portfolio
  • Professional Fund Manager
  • Performance reports & analysis timely
  • Strong risk management to secure your funds
  • Short- and long-term fund management

Arrow with graph shows your benefits in Portfolio ManagementBenefits of PMS through us

  • Backed by a high level of investment expertise and research
  • Strategic planning and executing tool
  • Research provides timely and deeper insight of the markets
  • Innovative and Sophisticated Strategies
  • Multi trading platform to diversify investment
invest-scheme

Investment Schemes

An investor can invest a pre-determined fixed amount in a scheme every month or quarterly, depending on his convenience Choose through our different investment schemes

Fixed management fee of 1% per annum
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Fixed management fee of 1% per annum
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Fixed management fee of 1% per annum
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Proficient Equities Pvt. Ltd. is engaged in services of retail broking and shares research data and reports periodically with clients, investors, stakeholders and general public in compliance with SEBI Act, 1992, SEBI (Research Analysts) Regulations, 2014 and/or any other applicable directives, instructions or guidelines issued by the Regulators from time to time.

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Proficient Equities Pvt. Ltd.
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