About Us
Our Non-Discretionary PMS follows a collaborative approach, where the Portfolio Manager provides investment recommendations but executes trades only after client approval.
Features
Includes regular portfolio monitoring + recommendations for rebalancing / new ideas and execution, with client approval required before trades.
Clients retain decision control; Portfolio Manager provides recommendations.
Combines institutional expertise with client involvement.
Portfolio aligned to client-specific mandate and preferences.
Regular portfolio reviews, proactive communication, and ongoing engagement ensure clients remain informed at every stage.
Suitable for investors who want active participation in decisions.
Performance
Fund Documents