Understanding Portfolio Management Services (PMS)

We’ve partnered with three Asset Management Companies (AMCs) to offer a range of Portfolio Management Services (PMS) tailored to different investment goals. PMS allows you to invest without the hassle of constant monitoring. It provides benefits like regular reviews, strong risk management, and flexibility, making it ideal for medium to high net worth investors. Each AMC offers a discretionary PMS team to professionally manage your investments with the goal of delivering consistent returns.

Strategies Offered by Our Partner AMCs

A. Motilal Oswal Asset Management Company (MOAMC):

• Value Strategy

• Next Trillion Dollar Opportunity Portfolio

• India Opportunity Portfolio Strategy

• India Opportunity Portfolio Strategy – V2

• Business Opportunity Portfolio

B. Invesco

Key Benefits of PMS:

• Strong Risk Management: Active management to mitigate risk.

• Diversification: Spread equity-related risks across a diversified portfolio.

• Regular Reviews: Monthly reviews and portfolio rebalancing.

• Professional Management: Managed by an experienced and professional team.

• Flexibility: Switch between strategies and make additional purchases or partial withdrawals.

• Buy & Hold Philosophy: Focus on better post-tax returns.

• Consistent Performance: MOAMC’s "Value Strategy" has outperformed benchmarks over 13 years.

• Tax Documentation: Receive a CA-certified tax statement at the end of each financial year.
   

Looking to enhance your investment strategy with PMS? Contact us to get started.
Phone Number: +91 9819892789
Email id: query@navneetinvestment.com