Portfolio Management Services
Portfolio Management Services
Portfolio Management Services offer professionally managed, individually held portfolios for investors with larger investible surplus — typically ₹50 lakh and above — giving you direct ownership of stocks rather than pooled mutual fund units.
Alpha Funda facilitates PMS strategies from empanelled portfolio managers, always beginning with your Financial Health Check. Your suitability for PMS — based on surplus, risk appetite, and time horizon — is assessed before any strategy is proposed.
Key Benefit
- Direct stock ownership — your portfolio holds individual securities in your own demat account, not pooled units.
- Access to specialist strategies — value, growth, or thematic PMS approaches from empanelled portfolio managers.
- Suitability-first screening — PMS is only proposed where your surplus, horizon, and risk profile genuinely warrant it.
- Manager due diligence — track record and strategy philosophy reviewed against your goals before recommendation.
- Consolidated reporting — portfolio performance and holdings visible alongside your other investments.
- Personalized Investment Strategies
- Professional Portfolio Management
- Diversified Asset Allocation
- Effective Wealth Creation
Strategic Approach
We first confirm that your investible surplus, time horizon, and risk tolerance genuinely fit the PMS category — this isn’t proposed to every client. Where it fits, we shortlist portfolio managers based on strategy philosophy and historical drawdown behavior, not just past returns, always measured against what your Financial Health Check shows you need. We review the manager’s performance against their stated strategy on an ongoing basis.
1. Objective-driven planning
Objective-driven Portfolio Management Services align investment strategies with financial goals, risk tolerance, and long-term wealth creation objectives.
2. Diversified allocation
Diversified Portfolio Management Services allocate investments across asset classes, reducing risk and enhancing long-term portfolio growth potential.
3. Risk management focus
Portfolio Management Services emphasize risk management through diversified investments, active monitoring, strategic asset allocation, and capital preservation techniques.
Other Service
Contact Info
- +91 86554 60076
- support@alphafunda.com
- Thane, Mumbai - 400601