Portfolio Management Services
For high-net-worth individuals requiring specialized attention, our Portfolio Management Services provide customized, professional management of private capital. Unlike pooled structures, a PMS establishes a direct investment account where securities are held individually in your own demat account, tailored to your specific risk appetite, return objectives, and liquidity needs. Finstride facilitates access to elite discretionary and advisory strategies with a regulatory minimum investment. This setup allows portfolio managers the agility to exploit market inefficiencies, target focused equity allocations, and provide sophisticated tax-optimization strategies directly aligned with your unique financial journey.
Our Offerings
Explore Available Options
Discover options designed to help you plan and manage your finances better.
Discretionary PMS
Expert fund managers handle all investment decisions based on your objectives, allowing you to focus on life while we handle your wealth.
Advisory PMS
Retain control with professional guidance. Receive tailored investment recommendations while making the final decision on every trade.
Non-Discretionary PMS
Execution focused services where we act on your specific instructions, providing robust infrastructure for your investment decisions.
Key Features
Why Choose This Service
Smart features designed to give you confidence and clarity.
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.
Research Driven Insights
Access proprietary market research and expert analysis.
Ready to take control of your financial future?
Contact us today to learn more about our expert financial planning services and to schedule a consultation with one of our experienced planners.
Plan With Us