Portfolio Management Services
- Customized Portfolio
- Transparency
- Personalized Strategy
- Expert Management
What is PMS :
At TecWealth, PMS is a personalized investment service that offers tailored portfolio management based on the investor’s goals, risk profile, and preferences for wealth creation.
Key Features:
- Tailored investment strategy based on client's financial goals.
- Portfolio managed by professional fund managers who make real-time decisions.
- Regular reports on performance, transactions, and holdings.
- Aligns with client’s financial objectives and risk tolerance.
- Access to professional portfolio managers with market expertise
Ideal For :
- Investors Seeking Customization
- Busy Professionals & Entrepreneurs
- Long-Term Wealth Creators
- Individuals Seeking Direct Equity Exposure
Open Demat Account
TecWealth has partnered with Religare Broking to bring you a seamless demat & trading experience all in one integrated platform.