We offer discretionary Portfolio Management Services, which aims to provide consistent returns in the long-term at a moderate level of risk. The key to achieve this is to identify fundamentally strong stocks with appropriate diversification to meet the stated objective of each Portfolio scheme. We believe that attaining superior results for clients requires a disciplined approach and experienced professionals, so our portfolio management team consists of the best investment managers who have an in-depth knowledge and a vast experience in the capital markets.

Portfolio Management Services will be ideal for those investors who would like access to professional Portfolio Managers and want to be free from making day-to-day investment decisions.

We offer broadly two schemes under Portfolio Management Services (PMS) viz EQUITRA and EQUIGROW

EQUITRA is an investment cum trading scheme with an objective to take advantage of volatility in the market in the short to medium term. The scheme will have a universe of only highly liquid fundamentally strong F&O stocks.

EQUIGROW aims at giving high returns by investing in growth stocks across sectors and market capitalization. This scheme will be ideal for investors having more than 2 years investment horizon.