i2can Edge LLP' Portfolio Management Services (PMS) offer personalized investment solutions tailored to meet your specific financial goals and risk preferences. Our team of experienced portfolio managers works closely with you to construct and manage a diversified portfolio of securities, aiming to maximize returns while minimizing risk.

Types:

Discretionary PMS:

  • Under this type of PMS, the portfolio manager has full discretion to make investment decisions on behalf of the client, based on predefined investment objectives and risk parameters.

Non-Discretionary PMS:

  • In a non-discretionary PMS, the portfolio manager provides investment advice and recommendations to the client, who retains the final decision-making authority over the portfolio.

Features:

  • Customized Portfolios: Our PMS offers tailor-made investment portfolios designed to align with your unique financial goals, risk tolerance, and investment horizon.
  • Professional Management: Benefit from the expertise of seasoned portfolio managers who actively monitor market trends and make informed investment decisions on your behalf.
  • Diversification: Enjoy a well-diversified portfolio comprising a mix of equities, fixed income instruments, mutual funds, and other asset classes, reducing overall investment risk.
  • Regular Reporting: Stay informed about the performance of your investment portfolio with regular reports and updates provided by our dedicated team.
  • Transparency: Gain transparency into the investment process and portfolio holdings, ensuring full visibility and control over your investments.
  • Risk Management: Our portfolio managers employ robust risk management strategies to mitigate potential downside risks and preserve capital during market downturns.

Experience the benefits of professional portfolio management with i2can Edge LLP' Portfolio Management Services. Whether you're looking to build wealth, generate passive income, or plan for retirement, our PMS offers a comprehensive solution to help you achieve your financial aspirations.