PMS/AIF
Portfolio Management Services
Portfolio Management Services (PMS) is a tailored, professionally managed investment solution that employs diverse strategies to capitalize on market-linked opportunities.
PMS is best suited for High-Net-Worth Individuals (HNIs) who are willing to take higher risks and seek market exposure by directly investing in a diversified basket of securities such as equities, fixed income instruments, structured products, and more.
A quality portfolio is the one that is not too much diversified, & still offers the best risk-adjusted returns. With us, this is identified through unbiased selection based on our proprietary analytics. It’s easy to socialize and sell products, which is what most wealth managers do.
We’re reshaping the wealth management industry by sticking to basics, in-depth analytics. We maintain insight + integrity and aim at the long term prosperity of clients.
Money is Priority is empaneled with a diverse network of reputed third-party PMS providers across India, including leading AMCs and financial institutions, offering their specialized portfolio management solutions.
Alternate Investment Funds (AIF’s)
Alternate Investment Funds (AIFs) typically include asset classes such as real estate, private equity, hedge funds, and venture capital, along with investments in stocks and bonds using non-traditional strategies like long/short positions or arbitrage. Since alternatives often perform differently from conventional stock and bond investments, including them in a portfolio can offer broader diversification, help reduce overall risk, and potentially enhance returns.
AIFs combine the operational convenience of mutual funds with the flexibility of PMS, creating a balanced investment vehicle designed to achieve specific objectives. To enhance risk-adjusted returns, AIFs can employ advanced strategies such as unlisted equity investments, long-short positions, and hedging techniques.
