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Professional Portfolio Management Services

We don’t just manage Portfolio, We build Financial Security.

Customised Strategies | Proven Track Record |
Cutting-edge Algorithms | Trust & Transparency

Invest smart, with us!

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Best Wealth Management Company in India
Introduction

Adyanth Wealth Technologies

Adyanth Wealth Technologies, we understand that every investor is unique. That’s why we offer personalized portfolio management solutions designed to align with your specific financial objectives, risk tolerance, and investment preferences.

Whether you’re aiming for long-term growth, income generation, or capital preservation, our experienced team will craft a strategy that suits your needs.

Experience the difference in Professional Portfolio Management.

Expert Guidance Every Step of the Way

Clear targets for short & long-term goals.
Transparency in Risks & Expenses.
Professional Assets allocation & discussions.
Expert Portfolio management.
Experience the difference in Professional Portfolio Management.

Expert Guidance Every Step of the Way

Clear targets for short & long-term goals.
Transparency in Risks & Expenses.
Professional Assets allocation & discussions.
Expert Portfolio management.

Schedule a consultation with one of our portfolio management experts.

Common Questions

What is a Portfolio Management Service (PMS)?

A Portfolio Management Service (PMS) is different from traditional investment products. It is a customised investment strategy tailored to your specific financial goals, risk tolerance, and investment scope. PMS offers a personalised approach with cutting-edge algorithms to actively manage your portfolio, making investment decisions and adjustments based on market conditions.
A portfolio manager is your dedicated financial guide and investment strategist. They are the personal coach in the world of investing. They possess the expertise to navigate the financial markets and craft a customised strategy aligned with your unique goals.
A Portfolio Management Service (PMS) is like having a professional financial coach for your investments. Instead of self-managing, a PMS team creates a personalised plan based on your goals and risk tolerance. They actively manage your portfolio using their experience while keeping you informed. It takes the complexity out of investing and lets you focus on your financial future.
Portfolio Management Services (PMS) offer a range of compelling reasons for investors to consider. Firstly, PMS is led by seasoned professionals with in-depth market knowledge and expertise. They give strategic investment decisions that are aligned with your financial goals. The service includes a personalised portfolio with risk management, investment preferences, and long-term objectives, that give good returns while managing risks effectively. PMS also provides transparency through regular updates and reports.
With Adyanth Wealth Technologies as your wealth management partner, the minimum investment for individual goals can start from Rs. 5000 with the range going up to 1 Crore. Whereas, on a commercial scale, the minimum investment can start from Rs. 5000 and the range can go up to 5 Crore, depending on the client's requirement.
An ideal investor for Portfolio Management Services (PMS) is typically someone with a higher risk appetite, substantial investment capital (often starting at least around INR 25 lakh), and a long-term investment horizon. Like Adyanth, they should also understand the risks associated with equity investments and be comfortable in trusting the fund manager for major portfolio decisions.

Speak to an expert