Portfolio Management (PMS)
Customized Model Portfolios
Portfolio Management Services (PMS) at R Wadiwala Securities offer customized model portfolios tailored to your unique investment goals and risk appetite. Our SEBI-registered PMS provides direct onboarding, active management and continuous monitoring of your investments.
Our investment philosophy centres on identifying financially sound companies with a balanced mix of growth and value stocks. We leverage proprietary analytical tools with a conservative bias to protect and grow your wealth over the long term.
Whether you are a high net-worth individual, corporate entity or trust, our PMS solutions are designed to deliver consistent, risk-adjusted returns through disciplined portfolio construction.
Investment Philosophy
A disciplined approach to portfolio management built on decades of experience.
Financially Sound Companies
We invest in companies with strong fundamentals, proven track records, healthy balance sheets and sustainable competitive advantages.
Growth & Value Mix
A balanced blend of growth stocks for capital appreciation and value stocks for stability, ensuring resilience across market cycles.
Proprietary Tools
Advanced proprietary analytical tools and models help us identify opportunities and manage risk with data-driven precision.
Conservative Bias
Capital preservation is paramount. Our conservative approach prioritises downside protection while capturing upside potential.
PMS Key Features
Comprehensive portfolio management with personalised attention.
Direct Onboarding
Seamless digital onboarding process with dedicated relationship manager support at every step.
Active Management
Our fund managers actively monitor and rebalance your portfolio to capitalise on market opportunities.
Continuous Monitoring
Round-the-clock portfolio surveillance with regular reviews and performance reporting.
Customized Portfolios
Portfolios tailored to your specific financial goals, risk tolerance and investment horizon.
Who Can Invest in PMS?
PMS is designed for sophisticated investors with a minimum investment of ₹50 Lakhs.
High Net-Worth Individuals (HNIs)
Individual investors with substantial capital seeking professional portfolio management and personalised investment strategies for superior returns.
Corporates
Corporate entities looking to invest surplus funds in professionally managed equity portfolios with disciplined risk management frameworks.
Trusts & Institutions
Charitable trusts, family trusts and institutional investors seeking long-term wealth creation through customized portfolio management.