Portfolio Management Services (PMS) is the best option to manage your equities without your investment in time, knowledge or experience.

EPITOME WEALTH PMS is a portfolio management service that involves enhancing wealth over the long term. Our PMS expert advisor will be your single point of contact who will be the constant monitor of your investment objectives.

Portfolio Management Services for HNWIs with BE SPOKE Solutions

Unlike mutual funds, with PMS enjoy the ability to chose your financial goals and own individual securities in the entire pool fund. You will have the freedom and flexibility to integrate sections of your portfolio for personal, business or other financial goals.

EPITOME WEALTH PMS OFFERINGS:

Single point of contact for execution of investment strategies

Co-ordinate with Fund Manager as per Discretionary or Non Discretionary PMS

Ensure KYC and compliance for all your investments

Monitoring and development of competitive strategies for propective investments

EPITOME WEALTH PMS WORKING STRATEGIES:

INTENSIVE PORTFOLIO
Limited number of stocks are chosen for investment reducing the risk of diversification.
These stocks are selected via market research for the potential stocks and to realise their full growth.

RISK-FREE PORTFOLIO
Behavior of an investor won't impact the portfolio of other investors

TRANSPARENCY AS PER SEBI GUIDELINES
Transparency in portfolio holdings, transactions and expenses through automated decision making system for disciplined investing.

PMS REQUIREMENTS
Minimum Investment Amount: Rs 25 Lac
Recommended Investment Duration: 2 years or more