Portfolio Management Services
Highly personalized investment strategies designed exclusively to help grow, protect, and preserve your wealth across generations.
Exclusive Wealth Management
What is Portfolio Management Services?
Portfolio Management Services (PMS) is a sophisticated, highly personalized investment solution tailored for high-net-worth individuals (HNIs) and institutional clients. Unlike mutual funds, where money is pooled, PMS allows you to own individual securities directly in your name while a professional portfolio manager makes the day-to-day investment decisions.
The primary objective of PMS is to create a customized portfolio that strictly aligns with your specific financial goals, risk tolerance, and investment horizon. It offers a level of agility and exclusivity that standard investment products cannot match.
At Shivdhara Securities, our PMS division provides active portfolio monitoring, rigorous institutional-grade research, and disciplined investment strategies designed to optimize long-term returns and preserve intergenerational wealth.
Service Models
Types of Portfolio Management
We offer different levels of engagement to suit your desired level of involvement in the investment process.
Discretionary PMS
The portfolio manager makes independent investment decisions on your behalf based on your predefined risk profile and financial goals. Offers completely hands-free wealth management.
Non-Discretionary PMS
The portfolio manager suggests investment ideas, but the final decision to execute the trade rests entirely with you. Perfect for investors who want to retain control.
Advisory PMS
The portfolio manager acts purely as an investment advisor. The execution of trades and administration of the portfolio remains your responsibility.
The Edge
Why Choose PMS?
Experience a superior level of wealth management designed exclusively for discerning investors.
Personalized Strategies
Your portfolio is built from scratch, specifically tailored to your unique financial goals and risk appetite.
Professional Management
Benefit from the expertise of seasoned fund managers who actively monitor and adjust your investments.
Active Portfolio Monitoring
Continuous oversight ensures your investments are always aligned with changing market conditions.
Risk-Managed Investments
Advanced risk mitigation strategies are employed to protect your capital during market downturns.
Goal-Based Planning
Every investment decision is driven by your long-term objectives, ensuring you stay on track.
Methodology
Our Investment Approach
A structured, disciplined five-step process designed to deliver consistent, superior risk-adjusted returns.
Understand Client Goals
We begin with a deep dive into your financial aspirations, time horizons, and liquidity requirements.
Analyze Risk Profile
A comprehensive assessment of your risk tolerance to ensure our strategies align with your comfort level.
Design Customized Portfolio
Our experts craft a bespoke asset allocation strategy, handpicking securities that fit your unique profile.
Continuous Monitoring
Your portfolio is actively managed and monitored daily to respond swiftly to market movements.
Periodic Performance Review
Regular, transparent reporting and strategy realignments to keep your investments on the optimal path.
Why Us
Benefits of Our PMS
We combine deep market insights with rigorous risk management to deliver a premium wealth management experience.
- Expert professional portfolio management by seasoned institutional fund managers
- Direct access to proprietary institutional-grade research and analytics
- Highly diversified investment allocation spanning multiple asset classes
- Unmatched transparency with direct ownership of securities in your Demat account
- Advanced performance tracking and comprehensive tax reporting
- Dedicated relationship manager for seamless communication and service
Ideal Profile
Who Should Choose PMS?
Portfolio Management Services are designed for discerning investors who demand more than standardized investment products.
High-Net-Worth Individuals
HNIs seeking exclusive, bespoke investment strategies tailored to large capital bases and complex financial situations.
Long-Term Investors
Individuals focused on intergenerational wealth creation and preservation with a multi-year investment horizon.
Investors Seeking Customization
Those who find generic mutual funds too restrictive and desire a portfolio built around their specific ethical or financial preferences.
Institutional Clients
Corporations, trusts, and family offices requiring professional oversight and rigorous risk management for their treasuries.
Getting Started
How PMS Works
A seamless, white-glove onboarding process to initiate your personalized wealth management journey.
Open PMS Account
Our dedicated relationship manager will assist you in completing the required documentation and establishing your unique investment mandate.
Fund Investment Portfolio
Transfer funds or existing securities into your new PMS Demat account to provide the initial capital base.
Portfolio Creation
The portfolio manager begins constructing your tailored portfolio, executing trades based on the agreed-upon strategy.
Portfolio Monitoring
Continuous oversight, active rebalancing, and transparent reporting ensure your investments remain optimized for growth.
Portfolio Management Risk Disclosure
Investments in securities through Portfolio Management Services (PMS) are subject to market risks, and there is no assurance or guarantee that the objectives of the investments will be achieved. The portfolio values may fluctuate based on macroeconomic factors and market conditions. Investors are advised to carefully read the Disclosure Document and understand the risk factors associated with the specific investment strategy before investing. Past performance of the portfolio manager does not indicate the future performance of any current or future strategy.
Build a Strong Portfolio with Expert Guidance
Partner with Shivdhara Securities to create a highly personalized, actively managed investment portfolio designed to secure your financial legacy.
