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.
