At Anand Rathi PMS, we don't just manage portfolios, we understand your financial journeys. With solid research and experienced professionals, and a strategy tailored just for you, our team helps you achieve that. Our seasoned fund managers with 20+ years of experience craft strategies uniquely aligned with your financial goals, ensuring every decision is data-backed and personalized to your growth.
As the number of HNIs increases statewise, Tamil Nadu bags the 4th position with 119 rich people. Of which, 82 belong to Mumbai itself. This ultra-wealthy population in the city is projected to increase by 65.6% by 2026. With that said, the urge to maintain the growth of such holdings comes with a responsibility, often fulfilled with the portfolio management services in Mumbai.
Why Choose Anand Rathi for PMS In Mumbai?
Professional Services
Investments are hard-earned money that is a result of hustle. With this effort, no one wants to lose or let the worth of their investments stagnate. At Anand Rathi, our PMS fund managers try to manage your holdings and assets with utmost care and responsibility. With more than 20+ years of experience and 1200 HNI and Ultra HNI investments in handling 1000+ crores AUM (assets under management), you can get your assets handled by subject experts and let their industry knowledge guide your portfolio in the right direction.
Total Transparency
Transparency is the key to communication with stakeholders, and that’s what we at Anand Rathi believe in. Being a SEBI-registered portfolio manager, transparency is one of our core ethics. As assets belong to the owner, we try to deliver important details regarding the portfolio changes to the client on a regular basis. Alternatively, you can view your holdings within the PMS portfolio through your Demat account. Plus, you get the platform access to PMS-related transactions for the same.
Suitable Returns
Any investment lying in the portfolio demands optimal yields to complete the investment goals. Here, at Anand Rathi, strategies developed by portfolio managers can help you rebalance your existing holdings and enable a suitable yield on them.
Who Should Invest in PMS Services in Mumbai?
Investing in PMS services in Mumbai or nationwide enables some eligibility criteria for individuals. It includes
High-net-worth individuals (HNIs) or Ultra-HNIs have at least ₹50 lakh invested.
Individuals desire to invest in a multi-asset portfolio comprising various securities and earn more yields.
HNIs or retired individuals looking to preserve and grow their assets.
Individuals with prior investment experience but who desire more control and personalization in their investment approach.
Individuals who do lack of time and expertise to monitor and rebalance their portfolios.
Someone not equipped with experience to handle market volatility and ways to shield their investment in such times.
Benefits of Investing in PMS Services in Mumbai
If you are planning to invest in any of the portfolio management companies in Mumbai, you are eligible for these benefits.
Robust Regulatory Framework
Working with SEBI-registered companies ensures that you work with legitimate PMS managers following the stringent framework. It means they are bound to follow the rules and regulations of the SEBI. As a result, it builds confidence, security, and safety that your investments will reside with specialists and not with strangers.
Flexibility
Flexibility and adaptability are the two sides of the same coin. So, if you feel the market may react the opposite, the fund manager will analyze the situation and rebalance the portfolio. Based on their analysis, they monitor the performance of the current assets and make real-time reallocations if needed.
Desired customization
Most of the portfolio management companies allow the clients to opt for customization on their portfolios. It means you can choose to sit with the fund manager and understand the investment strategy in detail. Later, depending on your risk profile, appetite, and investment goals, personalized solutions are presented. As a result, the strategy turns out to be more favourable to your needs.
Risk Management
Mitigating risk from any investment instrument is almost inevitable. Thus, handling this risk requires professionals specialized in risk management. These individuals ensure enough asset diversification to balance the risk metric. With PMS services available, portfolios can be adjusted to market volatility and safeguard investments.
Asset Diversification
At times of market volatility, the maximum impact is visible on the portfolio. If all investments belong to a single asset class, the level of risk also increases. However, the PMS managers ensure that the portfolio gains exposure to different asset classes simultaneously.
How To Choose
The PMS Services In Mumbai?
While Mumbai stays the fourth fastest-growing city in terms of UHNIs, look for certain factors before deciding on to choose the PMS companies.
Clarity about Investment Goals
Having clarity on investment goals helps to learn the motive behind savings. Opting for PMS services does not make sense unless you know why or for whom you want to save. Once you are known, you can look for portfolio management services in Mumbai and choose one.
Frequently Asked Questions
What is the minimum investment required for PMS in Mumbai?−
The minimum or eligible criteria for PMS investment in Mumbai and all over India is ₹50 lakhs.