Our Portfolio Management Services deliver customized equities and multi asset portfolios where experienced fund managers execute investment decisions on your behalf. Your securities reside directly within your demat account. This direct ownership structure enhances transparency and optimizes taxation. You can select from numerous strategic varieties, including growth-oriented techniques, value strategies, momentum based methodologies, thematic portfolios, or hybrid approaches. The minimum investment threshold for PMS typically stands at fifty lakhs. Alternative Investment Funds generate specific opportunities across three distinct categories. Category I AIFs focus primarily on startup capital, social impact investing, and funds supporting small and medium-sized enterprises. Private equity, structured debt, and real estate funds constitute Category II. Hedge funds and advanced trading methods utilizing leverage and derivatives fall under Category III. AIFs provide access to specialty opportunities, structured products, real estate investments, and unlisted equities. Generally, the minimum investment amount for AIFs is one crore.

If you desire generating returns exceeding average market indices, believe in excellent investing techniques, want spreading capital across multiple asset types, and commit to investing for three to five years or beyond for wealth multiplication, then PMS and AIF represent suitable options. Our Private Wealth Management strategy at Shri Vardhaman Broking transcends simple product distribution. We are portfolio curators and long term advisors. Our Private Wealth team connects you with premier fund managers, helps distribute investments across stocks, bonds, and alternative themes, and provides regular performance assessments with transparent reporting, comprehensive onboarding support, and ongoing guidance.

These sophisticated investment vehicles suit High Net Worth Individuals and Ultra HNIs, family offices seeking professional management of multigenerational wealth, individuals with surplus capital pursuing tax efficient investment avenues, and people aspiring to develop enduring wealth legacies spanning generations.