Portfolio Management Service


Portfolio Management Service is an art of making decisions about investment mix and policy to match their investments portfolio management to objectives, strategically allocate assets and mitigate risk. Financial Portfolio Management is an attempt to maximize return for a given appetite of risk. PMS Investment runs a more concentrated portfolio of 15-20 stocks. They can either be Passive-simply tracking the index or Active-aim to beat the market return by actively managing the fund. A PMS investment can be a Discretionary PMS allowing the fund manager to take decisions without the client’s consent or can be a Non-Discretionary PMS investment wherein the funds are managed under the directions of the client and the client takes all the PMS investment decisions.

Like the term suggests services rendered to manage a person’s complete portfolio. A highly customized service offered across all investment options. We at CAPITALMAKERS offer such professional services to HNI’s who seek such customization to achieve their distinct targets. Such customization requires highly skilled professionals to look into one's portfolio from end to end. Such highly skilled professionals are available 24/7 to cater to the needs of such HNI’s.


Save up to 30% when you buy small business insurance in online

Contact Us

Call Us Today:
+91 7020426563 / +91 9175878715