l/j-2, Chandi Vyapar Bhawan, Exhibition Road, Patna, 800001

Mon-Sun : 8:00 AM - 8:00 PM

+91 9835349232, +91 6123563039

Email Login

Fincun

Protfolio Management

If you have a query ?

CALL US:

EMAIL US:

bikesh@fincun.in

vishal@fincun.in

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth.

As people become richer, it's natural for them to wish for above-average returns from their savings. Towards this end, some opt for portfolio management services, or PMS, offered by various entities registered with the market regulator.

PMS have equity and debt options. Earlier, they used to offer real estate, unlisted shares and structured products options as well, but now these come under the Alternative Investment Fund (AIF) category and are managed according to the market regulator's separate regulations on AIF.

PMS is a very personalized tailor made service for High Net Worth individuals like you. We provide professional solutions customised to meet your financial goals.We make investments easy yet rewarding for High Net-worth Individuals like you.

This division of Fincun is exclusively for select investors like you, offering you customised investment solutions built on:

  • in-depth research
  • innovative products and services and
  • the highest levels of experience and expertise.

After fully understanding your particular needs, the portfolio manager will put together an optimal portfolio for you taking into account your financial goals, time horizon, risk appetite and investment outlook. Using a research-based strategy, he helps you invest in strong businesses, with quality management and good records, yet trading at reasonable prices.​

Our investment philosophy is designed to seek consistent, long-term results by adopting a research-based, methodical approach to investing.Our aim is to have investment excellence within the framework of transparent and rigorous risk control.

At Fincun, our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs.

l/j-2, Chandi Vyapar Bhawan, Exhibition Road, Patna, 800001

Mon-Sun : 8:00 AM - 8:00 PM

Fincun

Financial Planning, Wealth Management & Investment Advice.

LinkedInTwitterYouTubeFacebookInstagram

Company

About usBlogCareersContact usPrivacy Policy

Quick Links:

Mutual Funds

|

National Pension Scheme (NPS) Registration

|

National Pension Scheme (NPS) Subsequent Contribution

|

Loans

Disclaimer: Every effort has been made to offer the most current, correct and clearly expressed information possible within this site. Nonetheless, inadvertent errors can occur and applicable laws, rules and regulations may change.The information contained in this site is general and is not intended to serve as advise. No warranty is given in relation to the accuracy or reliability of any information. Users should not act or fail to act on the basis of information contained herein. Users are encouraged to contact Fincun Pvt. Ltd. for advise concerning specific matters before making any decision.

Copyright © 2024 Fincun Pvt. Ltd. | CIN : U67190BR2016PTC025796

Technology Partner Zauvijek.