Portfolio Management

We invest in you.. your objectives and your dreams.

Moneyedge works in association with Motilal Oswal, 4-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards. With over 30 years of experience in wealth creation, this association is driven by a strong philosophy of ‘Solid Research and Solid Advice’.

Proven processes

Strong and Active risk management

Growth strategy

Diversification of portfolio for adequately spreading equity related risks.

Constant monitoring

Active and regular monthly review and portfolio rebalancing

Proficiency

Experienced and Professional fund management team

What is Portfolio Management ?

PMS or Portfolio Management Services are a professional way of managing your investments with a single key objective – consistent returns.

The consulting teams at Moneyedge work with a comprehensive network of financial experts and economic authorities to offer you important market insights, technical and investment know-how, and a systematic methodology to serve you in the best possible way.

We understand that every client has different needs – from building a sustainable portfolio, to investing in your child’s future, to a change in your career, to planning your retirement. We are always alongside you in every single financial advice you need.

With our holistic approach, taking into account both the objective and investment choices of our clients, we identify a plethora of risk-based competencies in order to transform and help them sustain their financial performance.

Why choose PMS?

Moneyedge offers the best-in-class services for you to gain consistently over a period of time. With our commitment towards you, you can rest assured that we will take care of all monitoring hassles including regular reviews and strong risk management flexibility, and make PMS an ideal investment avenue for high net worth investors.

Key Benefits

Features of PMS

Our Products

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Insurance Mutual
Fund
Fixed
Deposit