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A unique gaining opportunity

Portfolio Management Scheme for HNIs

Why would you choose Finvasia?

Finvasia is delighted to serve High Net worth Individuals with Portfolio Management Services. Portfolio management services will assist to manage the wealth of these individuals. This personalized form of service shall be customized for every high net worth individuals like you. We shall guide and provide you with professional solutions which are tailor made to meet your financial target.

We have built a team of expert professionals who are extensively conducting research on the markets to offer personalized solutions to achieve unique investment objectives. From the various investment opportunities within an asset class, they make the best possible selection and actively monitor the investments for optimized results.

HNIs would be given with a full time access to track their portfolios. Our offerings in portfolio management services range from equities to debt. We have also covered the multiple solutions for each asset class.

Our Expertise

Safer investment schemes & lesser worries

Professional Management

Our Professional managers are dedicated to deliver the consistent long-term returns while also controlling and minimising the risk.

Performance reports

We offer timely performance reports which are done either on monthly or quarterly manner but might vary according to your investments.

Regular Tracking

We completely understand that dynamics of markets, so we keep the track of your investments to take advantage of the opportunities.

No Difficulty

We keep away the stress of administration of your funds. We offer timely performance reports of various aspects of funds invested

Risk Management

Our management have guidance in defining the investment. Our software’s enables tracking and risk management process.

Customised Approach

In PMS, you can get the personalised money managers who can aggressively manage your portfolio, customised accordingly.