OUR SERVICES

PMS provides customized investment strategies for high-net-worth individuals. Managers may have full discretion or require client approval for trades. With a minimum investment of INR 50 lakhs, it offers personalized wealth management subject to capital gains tax. SEBI regulates the industry. While generally flexible, exit loads may apply. Fees often include fixed charges and performance-based incentives

Portfolio Management Services

Category 1: "The Impact Players"
These AIFs are the superheroes of the investment world, aiming to make a real difference. They focus on sectors like venture capital, social enterprises, and infrastructure, contributing to economic growth and societal development. Expect some special treatment from regulators – think tax breaks and exclusive perks!

Category 2: The "Independent Operators"
These AIFs are the free spirits of the investment world, navigating the market on their terms. They range from private equity powerhouses to debt fund specialists, each with its unique approach to wealth creation. No special favors here, just pure investment prowess!

Category 3: The "Short-Term Savants"
These AIFs are high-octane traders, constantly seeking an edge and exploiting market inefficiencies. Hedge funds typically fall into this category, employing sophisticated strategies to generate quick returns. Buckle up, it's a thrilling ride!

Expert opinion on your investment: One of the primary benefits of using a Portfolio Management Service is that your investment is in the hands of professionals. The portfolio managers assigned to you are experts in their field and understand how to deal with market volatility. They will manage your portfolio efficiently and aim to increase your profit margin over time.
Customized investment plans: The portfolio managers customize investment strategies based on your financial objectives. They then modify the strategy based on your income, budget, risk tolerance, and age.
Efficient risk management: A portfolio manager's primary goal is to reduce the risk of your investment while increasing the returns. They focus on diversifying the risk involved so that you do not suffer a loss when market trends change.
Regular monitoring: A portfolio manager will keep a close eye on the performance of each asset and the returns generated regularly. Based on this analysis, your investment is altered to meet your financial objectives.

Alternate Investment Stratergies

GIFT CITY

Tax Benefits for NRIs

• Dividend Delight: NRIs can savor a sweet 10% tax rate on dividends from GIFT City companies, a far cry from the 20% bite outside the zone.

• Capital Gains Galore: Trading in GIFT City-listed shares and derivatives is a tax haven with a tempting 9% rate. Say goodbye to those fluctuating income tax slabs!

• AIF & PMS Paradise: Invest in Category-III AIFs and PMS in foreign currency, and watch your global gains grow tax-free in India.

• Interest Income Extravaganza: Earn interest on GIFT City investments, from fixed deposits to bonds, and enjoy a tax-free feast on your returns