Advisory Portfolio

AIF

AIFs

AIFs combine the operational ease of Mutual Funds with Flexibility of PMS making it a perfect blend geared for optimum performance for a stipulated investment objective

Category II AIF

Category III AIF

Large Cap PMS

Large Cap PMS primarily invests in Top 100 listed companies. They have moderate Risk and moderate return potential. This is meant for investors seeking less volatile return and looking for invest for 3-5 years as a time horizon

Mid & Small Cap PMS

Mid and Small Cap PMS invests in smaller companies which have higher risks but also very high return potential as well. This is ideal for investors seeking highest possible returns with a time horizon of 7+ years

Multi Cap PMS

Multi Cap PMS are market cap agnostic. They have higher risk and higher return potential as well. This is ideal for investors seeking for higher returns with a time horizon of 5-7 years.

Others

PMS

Portfolio

Structured Products

These products are designed for investors looking for higher returns but at the same time do not want to lose fixed returns upon maturity.

Sameeksha Capital Equity PMS

Sameeksha Capital Equity PMS

Multi Cap PMS, PMS, Portfolio

SBI ESG Portfolio

SBI ESG Portfolio

Multi Cap PMS, PMS

Stallion Asset Core Fund Portfolio

Stallion Asset Core Fund Portfolio

Multi Cap PMS, PMS, Portfolio

TATA PMS ACT

TATA PMS ACT

Multi Cap PMS, PMS

TATA PMS Bluechip

TATA PMS Bluechip

Large Cap PMS, PMS

Do Not Simply Invest, Make Informed Decisions

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