PMS Distribution
Portfolio Management Services (PMS) is a customised investment solution designed for high-net-worth investors who seek personalised portfolio construction, professional management, and long-term wealth creation. Unlike mutual funds, PMS gives you a dedicated portfolio tailored to your financial goals, risk profile, and investment horizon.
The portfolio manager takes decisions on your behalf, based on the strategy and mandate agreed upon.
Investment advice is provided by the manager, but the final decision is taken by you.
The manager only gives recommendations; execution remains with the investor.
We evaluate top PMS providers based on performance, consistency, philosophy, risk metrics, and manager expertise.
We recommend strategies that best match your financial goals—not tied to any one product provider.
We track your PMS performance, exposure, risk levels, and overall portfolio alignment.
+91 9073153311
info@modernwealth.in
Trinity, 226/1 AJC Bose Road, Suite 4A, Kolkata 700020
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
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