Portfolio Management Services (PMS)
Portfolio Management Services (PMS) is a professionally managed investment portfolio where an experienced portfolio manager makes investment decisions based on a defined investment strategy, with greater flexibility and customization than traditional investment products.
PMS can be suitable for investors willing to take more risk, seeking a more focused and actively managed approach to equity and fixed income.
We at Wellworth Investment Services assist clients in evaluating PMS opportunities. We are empanelled with a wide range of reputed PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.
Alternative Investment Funds (AIFs)
Alternative Investment Funds (AIFs) are privately pooled investment vehicles that invest across a broader range of strategies and asset classes beyond traditional mutual funds. Depending on the category and mandate, AIFs may provide access to strategies such as private equity, venture capital, structured investments, credit and other alternative opportunities.
They are designed for sophisticated investors looking for higher returns, albeit with higher risks. AIFs are primarily aimed at high-net-worth individuals who want investments in niche sectors and opportunities not available to retail investors.
Our focus is simple
Identifying opportunities that complement your overall wealth strategy-not investing in a product simply because it is available.
