PORTFOLIO ADVISORY

"AMFI-Registered Mutual Fund Distributor"

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What is Portfolio Advisory

If you are a mid to long term equity market investor who believes in disciplined wealth creation from stock market, Portfolio Advisory Services is "The Right Choice" for you. Unlike traditional Portfolio Management Services, PAS is non-discretionary in nature - thus keeping you in complete control of your stocks & money while you seek professional advice.Portfolio Advisory Services strongly believes that every investors is unique - in terms of risk profile, equity investment style, return expectations from market, holding capacity etc. And so is his portfolio - in terms of number of stocks, relative weight-age among different stocks & sectors, time of entry & impact of volatility. Thus PAS provides custom made advice on restructuring your existing portfolio & fresh recommendations that best suit the "Investor in You".

Aspects of Portfolio Advisory Services

Customized

Custom made to suit your equity risk appetite and stock investment philosophy.

Monitor

PAS research continuously monitors your equity portfolio for potential growth opportunities.

Accuracy

PAS gives average return of 38% CAGR since last 10 years

Dialogue

PAS believes in having a two way communication with its customers.

Reconstruct / Build

PAS reconstructs your existing portfolio OR builds it specially for you.

Experience

PAS research comes with 34 years of experience in the Indian Stock Market.

Simplicity

Simple log in, up to date dashboard and real time updates make life easy for you.

Charges

Combination of upfront and performance fees

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