PMS Advisor in Mumbai

PMS Advisor in Mumbai

Personal Loans Bank & Finance
264/7, 1st Floor, Panchsheel Building, Sulochna Shetty marg, Opp. Sion hospital, Sion West, Mumbai - 400022
Mumbai, Mah
At Infinitum Wealth, We have recommended many High Net Worth companies and individuals investing lum

Description


At Infinitum Wealth, We have recommended many High Net Worth companies and individuals investing lump sum amounts. PMS is considered as a high-end product as it needs a significant investment (as per SEBI regulations, minimum investment in any PMS product is 25 lakhs). We advise according to the personal inclinations of the client, to merge into the investment portfolio so as to empower him to achieve his financial goals. PMS is very different as compared to mutual funds. In a mutual fund, the funds of all the investors are combined together and invested as a whole by our advisors. However, in PMS, each client’s portfolio can be tailor-made to meet his requirements and preference. Thus the uniqueness and individuality of every portfolio are maintained.

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