To offer clients professional management of their equity investments, aiming to achieve the desired rate of return while maintaining the appropriate level of risk.
Professional Management: Experienced portfolio managers oversee investments, making informed decisions to optimise returns.
Customised Investment Strategies: Portfolios are tailored to individual client profiles, considering factors like risk appetite, investment horizon, and financial goals.
Diversification: Investments are spread across various sectors and asset classes to mitigate risk.
Regular Monitoring and Reporting: Clients receive periodic updates on portfolio performance and market insights.
Compliance and Transparency: All PMS offerings adhere to regulatory standards, ensuring transparency and client trust.
Association with Leading PMS Providers: Access to top-tier portfolio management services in India.
Expertise: Over a decade of experience in financial planning and investment management.
Client-Centric Approach: Focus on understanding and aligning with clients’ unique financial objectives.
Comprehensive Support: A Dedicated support team to assist clients throughout their investment journey.
Performance Data is as on March 31, 2025. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.
As low as ₹500 (via SIP)
SIP & Lumpsum
SEBI Registered Schemes
Varies from Low to High based on fund type
Only in ELSS – 3 Years
2% Fixed Management Fees on
Average Net Asset Value
Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.
Orbis Financial Corporation Ltd.
SecMark Consultancy Ltd.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
