l/J-2, Chandi Vyapar Bhawan, Exhibition Road, Patna, 800001
Mon-Sun : 8:00 AM - 8:00 PM
+91 9835349232, +91 6123563039
Protfolio Management
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:
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
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