Personalized wealth management for long-term growth
Kasliwal Capital, an AMFI Registered Mutual Fund Distributor, also offers access to Portfolio Management Services (PMS) through reputed SEBI-registered PMS providers for High Net-worth Individuals (HNIs).
PMS solutions are ideal for investors seeking customized portfolios, active management, and strategies designed to outperform benchmarks with a focus on long-term wealth creation.
Key Benefits of PMS
Customized Portfolio
Tailored investment strategies based on your risk profile and goals.
Professional Expertise
Managed by seasoned fund managers with in-depth market knowledge.
Diversification
Exposure to multiple sectors and asset classes to reduce risk.
Active Management
Dynamic portfolio rebalancing to capture opportunities.
Transparency
Regular updates and performance reports for investors.
Wealth Creation
Designed for long-term capital appreciation for HNIs.
Types of PMS
Discretionary PMS
Fund manager makes buy/sell decisions on behalf of the client.
Non-Discretionary PMS
Investment decisions are discussed with the client before execution.
Advisory PMS
Expert advice is provided; execution is done by the investor.
Risks to Consider
- Market Risk: PMS portfolios are subject to stock market volatility.
- Concentration Risk: Some PMS strategies may have focused holdings.
- Cost: PMS services involve higher fees compared to mutual funds.
Looking to invest through PMS? Kasliwal Capital connects you with trusted SEBI-registered PMS providers offering customized wealth solutions.
Get StartedKasliwal Capital is an AMFI Registered Mutual Fund Distributor. PMS investments are offered through SEBI-registered Portfolio Managers. PMS involves market risks. Please read all terms and risk factors carefully before investing.