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Portfolio Management Service, or PMS, is a professional service in which competent portfolio managers, supported by a research team, manage stock portfolios on behalf of customers rather than clients managing their own.
Our thorough study assists our valued clients in selecting from a vast range of PMS Strategies provided by various AMCs. Add to it our well-trained associates who assist you in determining your financial objectives and suggest the best match.
Achieve the goal of effective performance while minimizing the risk with our experts.
Our pool of experts will support you in arranging funds.
Get customized service from the portfolio manager.
Investor's actions do not affect the investments of other investors.
Get the benefit of our investment strategy that never dispirits you.
We offer real-time access to your portfolio values, holdings, expenses, etc.
They are the sharks when it comes to counseling and tax savings.
When I needed them, Ocean Finvest was there. I am glad to work with their amazing financial products & services.
Ocean Finvest has exceeded my expectations in every way. They were not only doing great financial planning but they also give good advice to NRI customers.
We could not have acknowledged so much without your guidance and wise advice.
I appreciate your input in my financial planning for retirement and everything you've done for me has gone smoothly. Ocean Finvest often feels like a partner to me.
Portfolio Management Services (PMS) provides professional investment management to customers with the goal of delivering risk-adjusted returns.
Yes, NRIs with NRE or NRO accounts can invest in PMS. NRE refers to an account in India where NRIs can store their overseas earnings, whilst NRO refers to an account in India where a person can manage their income earned in India.
The portfolio we offer has a minimum ticket size of Rs. 50 lakhs. There is no limitation to how much money you can invest.
Yes. All investments have some level of risk, including the possibility of principal loss, which varies based on the securities chosen.