Our Services
Portfolio Management Services (PMS): Personalized Wealth Management
+91 70260 33115 | +91 98459 46476
Description
For high-net-worth individuals (HNIs) seeking customized investment solutions, Portfolio Management Services (PMS) offer a more personalized approach to wealth management. PMS provides tailor-made portfolios managed by professional portfolio managers, who make investment decisions on your behalf to achieve optimal returns.
Benefits of Portfolio Management Services (PMS)
- Customized Portfolio: PMS portfolios are customized based on your financial goals, risk tolerance, and investment preferences.
- Active Management: Unlike mutual funds, PMS portfolios are actively managed, with frequent adjustments based on market trends and opportunities.
- Transparency: PMS offers complete transparency in terms of portfolio holdings, fees, and performance.
- Higher Returns Potential: With a focused approach and active management, PMS has the potential to deliver superior returns compared to traditional investment options.
- Tax Efficiency: PMS portfolios can be structured to minimize tax liabilities through tax-efficient investment strategies.
Equity PMS
Focuses on long-term capital appreciation by investing in high-quality stocks.
Debt PMS
Aims for stable income through investments in fixed-income securities.
Hybrid PMS
Combines equity and debt investments to balance risk and returns.
Thematic PMS
Invests in specific themes or sectors, such as technology, healthcare, or ESG (Environmental, Social, and Governance).
Other Services
Financial planning is the foundation of financial success. Our end-to-end financial planning services provide a holistic approach to managing your finances, helping you achieve short-term, medium-term, and long-term financial goals.
Protecting yourself and your loved ones from financial uncertainty is a crucial aspect of financial planning. We offer a range of insurance solutions to provide comprehensive financial security.
This service involves creating customized financial plans tailored to the individual needs and goals of clients. Financial planning may.
Effective tax planning can help you minimize your tax liability and maximize your savings. Our tax experts provide personalized tax planning and ITR filing services to ensure compliance and optimize your post-tax returns.
If you hold physical share certificates, we offer specialized services to help you manage, recover, and transfer your shares.
Why Choose Our Services?
- Comprehensive Solutions: All your financial needs under one roof.
- Personalized Approach: Tailored financial plans and investment strategies.
- Expert Guidance: Access to experienced financial planners, investment advisors, and tax consultants.
- Long-Term Perspective: We focus on helping you build wealth, protect your assets, and achieve financial freedom.
At Raison Fincap Private Limited, we are committed to helping you secure your financial future and achieve your dreams. Contact us today to schedule a consultation and take the first step toward financial success!
