Disha Finedge LLP

PMS (Portfolio Management Services)

Customised, actively managed portfolios

Portfolio Management Services are suited for investors seeking professionally managed, customised investment strategies. PMS portfolios are actively managed with focused allocations aimed at higher growth and diversification.

We help clients understand suitability, risk factors, investment philosophy, and regulatory aspects before onboarding. PMS is recommended only where it aligns with your risk appetite, investment horizon, and overall wealth strategy.

Our Edge

Dedicated team of experienced portfolio managers

Data-driven investment strategies and research-backed decisions

End-to-end advisory, execution, and reporting

Focus on wealth creation with risk-controlled growth

Commitment to long-term relationships built on trust and transparency

Benefits of PMS

Disha Finedge LLP

Personalized Investment Strategy

Portfolios built around your financial goals and risk appetite

Disha Finedge LLP

Active Management

Constant monitoring and timely portfolio rebalancing

Disha Finedge LLP

Expert Research & Insights

Backed by in-depth market analysis and industry expertise

Disha Finedge LLP

Transparency & Control

Direct ownership of securities and regular performance reporting

Disha Finedge LLP

Potential for Higher Returns

Focused strategies to outperform traditional investment products

Our Approach

  • Understanding Your Goals : We assess your financial objectives, risk appetite, and investment horizon.
  • Portfolio Design & Asset Allocation : Our experts create a personalized portfolio mix suited to your profile.
  • Active Monitoring & Rebalancing : We track market movements and adjust your portfolio proactively.
  • Performance Reporting : You receive regular, transparent reports on your portfolio’s performance.
  • Continuous Advisory Support : We stay connected with you to refine strategies as your goals evolve.