PMS

At Addplans Services India Pvt Ltd, we help you grow your money through professionally managed mutual fund schemes. Whether you're planning for short-term goals or long-term wealth creation, our offerings are designed to match your financial needs and risk appetite.

Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.

Types of Portfolio Management Services:
  • Discretionary Portfolio Management: Let our experts manage your investments, making decisions based on your goals and risk tolerance.
  • Advisory Portfolio Management: We provide guidance, but you have the final say in investment decisions.
Features of Portfolio Management Services:
  • Customized Investment Strategies: Tailored to your financial objectives.
  • Diversification: Spread your investments across various asset classes.
  • Risk Management: Proactive risk assessment and mitigation.
  • Regular Monitoring: Continuous oversight and adjustments.
  • Transparency: Access to real-time performance reports.

With our Portfolio Management Services, your wealth is in capable hands. Let us help you achieve your financial dreams.

Experience personalized investment solutions with our Portfolio Management Services. Benefit from expert advice, strategic asset allocation, risk management, and regular reviews to grow and safeguard your financial future.
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