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products & services


Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by professionals and that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

Our new association with Narnolia Research and Advisory Limited encourages us to provide better services and returns backed by their strong fundamental research capabilities. Narnolia is known for their integrity, passion for wealth creation, their process driven approach to reach goals and experience of two decades in research and fund management. With a team size of 800 people with 50+ analysts, their top management is directly involved in the research process covering 1600+ stocks and 2000+ MF schemes along with an AUC of 12000 crores.