Portfolio management services – An endeavour to grow your wealth
We look forward to helping you succeed with our turn key real estate investment solutions. As a strong management team, we have expertise in long term wealth creation and risk management. We help you create a diverse property portfolio so you can reap the benefits of healthy cash flow. We try to outplay the stock markets in a set time frame. We offer flexible and planned portfolio management services to overcome the wild ups and downs of the stock markets and diversify your real estate investments, which assures stable and reliable income opportunities.
We have the resources to make wealth growth convenient for our clients:
A dedicated relationship manager from our team will assist you with strong portfolio management as they have the right resources to guide you thoroughly through property investments. We offer access to investment counsellors, wealth creation plans, research reports, and give you regular updates so you can invest in different properties that assure sure short returns. You can enjoy a collection of investment properties as we help you assess the risk involved in the properties and the future income opportunities. So, you get a chance to invest in various properties scattered throughout the city.
Enjoy centralized management of investment properties to meet varied financial goals:
Many novice investors choose to buy properties in a location where they feel most comfortable. So, when the market value drops, the investors may lose their entire life savings. Therefore, we plan out the best for you so you don’t end up losing your entire life savings, and having multiple properties in numerous locations gives you the financial freedom to seek different rental incomes and substantial inheritance.
We assist in reducing operational costs and developing dependable strategic business plans, allowing us to focus on profitable ventures that benefit our clients. We advise you on the best property and the best time to invest. The types of property included in your property portfolio impact your overall income, so it is critical to choose an appropriate property where we work with complete dedication.
So, if you are also looking for a turnkey investment opportunity, then speak to our excellent and experienced portfolio management team today. Depending on your business intent, we help you with executing business decisions for a successful property portfolio management approach. Hence, we are there at every step to achieve the long term objectives of your real estate business and help you build a successful real estate portfolio.
A Portfolio Management Service (PMS) is a service which provides professional management of investments to create wealth. It aims to cater to the investment needs of individuals or entities with high net worth value by providing them with investment solutions.
The services of a Portfolio Manager are governed by the agreement between the portfolio manager and the investor. The agreement should cover the minimum details as specified in the SEBI Portfolio Manager Regulations. However, additional requirements can be specified by the Portfolio Manager in the agreement with the client. Hence, an investor is advised to read the agreement carefully before signing it.
The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his / her tax advisor for the same. The Portfolio Manager ideally provides audited statement of accounts at the end of the financial year to aid the investor in assessing his / her tax liabilities.