Portfolio Management Services (PMS)
Rs. 2,500.00
Tailored investing. Professional oversight. Premium outcomes.
Our Portfolio Management Services (PMS) are crafted for high-net-worth individuals seeking personalized, expert-driven investment strategies. Whether you prefer complete control or full delegation, we offer the flexibility to match your investment style.
With PMS, your portfolio is actively managed by experienced professionals who track market movements, rebalance when needed, and ensure your investments align with your financial goals.
What We Offer:
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Discretionary PMS – We manage the portfolio end-to-end on your behalf
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Non-Discretionary PMS – You make the final calls; we provide strategic advice
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Advisory PMS – We guide your decisions while you execute them
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Custom Investment Strategies
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Performance Monitoring & Reporting
Key Benefits:
✅ Customized Investment Strategy
Your portfolio is built around your financial objectives, risk profile, and investment horizon.
✅ Active Management
Benefit from expert portfolio rebalancing, sector shifts, and tactical moves based on market insights.
✅ Flexible Involvement
Choose how hands-on or hands-off you want to be: discretionary, non-discretionary, or advisory.
✅ Detailed Performance Reports
Track your returns, asset allocation, and risk exposure with regular updates.
✅ Expert Market Navigation
Our seasoned portfolio managers help you capitalize on opportunities and mitigate risks.
Frequently Asked Questions
Q: What’s the difference between discretionary and non-discretionary PMS?
A: In discretionary PMS, the portfolio manager makes decisions for you. In non-discretionary PMS, the manager gives recommendations, but you approve every investment.
Q: What is the minimum investment for PMS?
A: The minimum typically starts from ₹50 lakhs, but this may vary depending on the provider and strategy.
Q: How often will I receive updates on my portfolio?
A: You’ll receive monthly or quarterly performance reports, with full visibility into asset allocation and returns.
Q: Can PMS be tailored to my goals?
A: Yes. PMS is highly customizable to suit your specific objectives, risk appetite, and return expectations.
Pairs well with
Portfolio Management Services (PMS)
Rs. 2,500.00
If you have any questions, you are always welcome to contact us. We'll get back to you as soon as possible, within 14 hours on weekdays.
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Shipping Information
All our products are uniquely made upon each order. We ship within 3 days from receiving the order (excluding Sundays).
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Customer Support
We are available from 11:00 AM to 6:00 PM from Monday to Saturday. Reach out to us by mailing at urgent@shunyatax.in or Whatsapp/Call us on +91 9461513673
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FAQ’s
Please visit our FAQ page or scroll down on the product page to see. If you sill have any doubts or questions, feel free to reach out, we love interacting with our community.
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Contact Us
We're all balanced by the great ledger of life. Debit your doubts, credit your courage, and reconcile your thoughts to reach us. Just connect by hearts, not by a number.
CONFIDENTIAL, TRANSPARENT.
We keep your information to ourselves and all the services are transparent, no hidden charges. You also get to directly talk to chief/ our top-tier advisors.
Service details
Professional Insight
Benefit from expert knowledge to ensure the best output/discussion.
Transparent Pricing
In-depth session with no hidden charges.
Privacy
Your personal details are safe and secure during the process.
Confidential
All advice and discussions are classified, hence assuring privacy and trust of our clients.
FAQs
Please read our FAQs page to find out more.
What happens after I purchase a service?
You will receive an automated confirmation email if you've entered your email at the checkout. After a shirt while, you will also receive a call from our confirming the details and the time of the meeting.
How do you ensure the confidentiality of my information?
Confidentiality is at the core of our services. All consultations and transactions are handled securely, and we implement strict data protection measures. Non-disclosure agreements (NDAs) when required are signed to protect your sensitive information. We have systems in place to ensure that your data remains private and is used only for the purposes of our professional advisory services. We also involve a very limited team members while doing the consultations.
What platform will be used for the meeting?
We usually opt for Google Meet or Zoom to have all our sessions.
Do you work with clients internationally?
Yes, we provide consultancy services to clients globally. Whether you’re located in North America, Europe, Asia, or anywhere else, we are equipped to assist you with international financial matters, including taxation, transfer pricing, and funding. Our team is knowledgeable about cross-border financial regulations and can offer expert advice no matter where you're based.