- AMFI registration number : ARN-98414
At Shreema Investment, we understand that managing your wealth requires expertise, strategy, and personalized attention. Our portfolio management service is designed to help investors achieve their financial goals by creating a tailored investment plan that aligns with their risk tolerance, financial objectives, and market opportunities.
A portfolio management service (PMS) is a professional investment solution that offers personalized portfolio construction and management. Unlike traditional mutual funds, PMS allows investors to own individual securities directly, giving them greater control and transparency over their investments. With our PMS, you can benefit from expert guidance, strategic asset allocation, and a focus on maximizing returns while managing risks effectively.
At Shreema Investment, we offer a variety of portfolio management schemes to meet diverse investment needs:
In our discretionary portfolio management service, our experienced professionals take full responsibility for managing your investments. They analyze market trends, evaluate potential securities, and make timely adjustments to optimize returns. This scheme is ideal for investors who prefer a hands-off approach and want their portfolio managed strategically for growth and risk mitigation.
The non-discretionary portfolio management service provides expert guidance and recommendations while allowing investors to retain control over investment decisions. You can actively participate in selecting securities and making adjustments based on our advice. This collaborative approach combines professional insights with personal involvement.
Our advisory portfolio management service offers detailed strategic insights and actionable recommendations without executing transactions on your behalf. Investors maintain full control while benefiting from expert analysis, market research, and guidance to make informed decisions.
At Shreema Investment, we take pride in delivering a reliable and professional portfolio management service that meets the unique financial goals of every investor. In today’s dynamic financial landscape, effective wealth management requires knowledge, strategic planning, market insight, and hands-on experience. Our services ensure that your investments are carefully structured, monitored, and optimized for long-term growth.
We provide a reliable and professional portfolio management service tailored to meet each investor’s unique financial goals, ensuring investments are structured, monitored, and optimized for long-term growth.
Our team designs personalized portfolios based on your financial goals, risk tolerance, and investment preferences, using a variety of portfolio management schemes for growth, income, or capital preservation.
Experienced fund managers actively track markets, analyze opportunities, and make timely portfolio adjustments to optimize returns and manage risks effectively.
We offer discretionary, non-discretionary, and advisory PMS options, giving investors flexibility, control, and professional guidance tailored to different profiles and strategies.
Investors receive comprehensive, easy-to-understand reports on portfolio performance, backed by in-depth research, ensuring informed decision-making and confidence in wealth management.
Our team prioritizes open communication, trust, and accountability, ensuring every investment decision aligns with your financial objectives and long-term wealth growth.
Investing with a professional portfolio management service can transform how you manage your wealth. Our strategic, research-driven, and client-focused solutions cater to all investors, helping them achieve financial goals with confidence. Contact us today to explore our portfolio management services and secure your financial future with one of India’s leading PMS providers.
A PMS is a professional investment solution offering personalized portfolio management. Unlike mutual funds, it allows direct ownership of securities, providing control and transparency. Shreema Investment offers tailored portfolio management schemes to match your financial goals.
Our PMS suits high-net-worth individuals, institutional investors, or anyone seeking professional portfolio management. Shreema Investment ensures your investments are structured for optimal growth and stability.
We provide discretionary PMS (fully managed by experts), non-discretionary PMS (guidance with investor control), and advisory PMS (strategic recommendations without execution). These schemes cater to diverse investor needs.
Transparency is key. Investors receive regular reports detailing portfolio performance and market insights, allowing informed decisions and trust in our services.
We are recognized among top portfolio management companies for delivering personalized, research-driven, and professional portfolio management services. Our expertise, customized strategies, and proactive monitoring help investors achieve financial goals securely.
Years Of Experience
Happy Clients
Investment Portfolios Managed
Cities Served Across India
We provides financial advice to client on Child Education & Marriage, Wealth Creation, Retirement planning by providing diffrent kind of option of Investment and protecting against risks.
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