Elevate your wealth with expert-driven, PMS

 At JaagravWealth, our Portfolio Management Services are crafted for high-net-worth individuals (HNIs) and discerning investors seeking customized strategies, institutional-grade research, and disciplined wealth creation.

What is PMS?

 Portfolio Management Services (PMS) is a sophisticated investment vehicle that provides tailored management of your investment portfolio. Unlike mutual funds, PMS offers direct ownership of individual securities and greater flexibility, with professional management aligned to your risk profile and goals.

Why Choose JaagravWealth PMS?

• Customized Investment Approach
  Your portfolio is built around your unique financial objectives and risk appetite.

• Expert Portfolio Managers
  Access decades of investment experience and active fund management.

• Enhanced Transparency
  Direct ownership of assets with regular, detailed reporting.

• Greater Flexibility
  Dynamic allocation across asset classes and strategies.

• Risk-Managed Growth
  Strategic diversification to balance returns and volatility.

Types of PMS We Offer

• Discretionary PMS
  Our expert managers take full responsibility for all investment decisions.

• Non-Discretionary PMS
  We advise; you retain control over final decisions.

• Advisory PMS
  Strategic recommendations while you manage execution.

Who Should Consider PMS?

PMS is ideal for:

• Investors with a minimum ₹50 lakh corpus

• HNIs looking for tailored investment solutions

• Individuals aiming for long-term wealth creation

• Those seeking active management and portfolio visibility

Reporting & Transparency

We ensure:

• Regular portfolio and performance reports

• Access to your holdings and returns 24×7

• Clear fee disclosures and taxation insights

• Ongoing portfolio reviews and rebalancing

Compliance & Regulations

JaagravWealth PMS complies with SEBI regulations and is backed by registered professionals. The minimum investment requirement is ₹50 lakhs.