Portfolio Management Services (PMS) in Karve Nagar, Pune

ABOUT     We believe an effective investment solution thoughtfully incorporates your investing personality, goals, financial circumstances, tax situation, time horizons, attitudes about risk and social preferences. Whether you're an individual saving for retirement, a corporate executive with concentrated stock positions, or a successful business owner in search of succession strategies, BBVA Wealth Solutions can help. Working in conjunction with your tax and legal advisors, we will build a customised solution that includes a cohesive financial plan and world-class investment products.       SKY AVENUE CORPORATE PRINCIPLES   The Client as the center of our Business Ethical conduct and personal and professional integrity as a way of understanding and conducting businessInnovation as the engine for progressCorporate social responsibility as an intrinsic part of developmentTeamwork as the key to generating valueManagement style that generates enthusiasmCreation of shareholder value through business activity     STRATEGIC ASSET ALLOCATION   The asset management team evaluates economic and market events to develop a top-down strategic view on economic, financial, political and social conditions that may affect global markets. This approach allows for the optimal positioning of every portfolio with the flexibility to adjust asset allocations in response to global market conditions.   DISCIPLINED PORTFOLIO CONSTRUCTION Our disciplined portfolio construction process considers all relevant factors affecting investors and the global investing horizon. We select the underlying investment options and determine their respective allocation within each portfolio. Each holding is then evaluated to determine its risk-reward and correlation impact on the portfolio, relative to the market and to each other. Portfolios are constantly monitored and evaluated and may be rebalanced from time to time to maintain a strategic target asset allocation. ABOUT  US RESEARCH The creation of an investment portfolio best suited to your needs arises from deep research and understanding of the various products available. You may have a fair idea of which asset classes and product types interest you. CONSULTATIONS After working hard all your life, you deserve to reap the benefits. Whether you know it or not, you are currently on the path to retirement. Not feeling financially secure after receiving regular pay cheques can be stressful and should be avoided. SOLUTIONS Sky Avenue Wealth Solutions combines local expertise with a global focus to help our clients create strategies for a lifetime of financial independence. Dedicated to managing risk and returns relative to their benchmarks and our clients' expectations. OUR WORK PRINCIPLES The client as the center of our businessEthical conduct and personal and professional integrity as a way of understanding and conducting business. Innovation  as  the   engine for progress. Teamwork as the key to generating value Management  style  that   generates enthusiasm. PARTNERS    __________________________________________     We also Provide Corporate DSA & DST. 

We are serving people as an insurance Adviser from last 19 yr.1000+ of satisfied coustomers have benefitted from our service.We work as life ,Genral & Mediclaim insurance Adviser. We have recived many awards and accolades for our good service.You can call us for All type of insuranse & work related to insurance..

We are an upcoming Financial Planners based out of Pune. Our objective is to help employees of an organisation to manage their Finance efficiently and achieve their Goals with the help of Financial Planning. Since 2015, Invest First Advisors had only one motto to support common people to have high class and right advisory at no fees. We advise our investors to achieve their Goals by investing in various Investment options available in the Financial Markets. In addition to this, Goal-Based Financial Planning and Training are our key strengths. In this journey since 2015, we have been able to gain the confidence of more than 300 satisfied investors and we are thankful to them for giving us this opportunity to serve them. We are on a Mission of Educating people on Financial Literacy and Our aim is to reach out to more and more people to create Financial Awareness.

In the crowd of various financial products in the market and the respectable community pursuing people like you to purchase these products (irrespective of taking a note of your exact financial needs), to stand differently, we chose the path of knowing the financial needs of the people and various facets of financial planning, through learning. With the fulfillment of required standards we are authorized to claim ourselves as CERTIFIED FINANCIAL PLANNERCM. Our hearts fill with joy when we find people healed and find themselves mentally satisfied and relaxed. No doubt, one’s effort is the basic criteria to achieve success, but if it is empowered and associated with the divine blessings, healings and prayers, the assurance to achieve success, increases. Though the certification is secondary requirement in such field compared to the primary requirement of actual experience and knowledge we have those authenticated certifications as well for your reference. We use the astrological aspect, in certain cases and use the medium of horoscope pertaining to resolve the problems, which becomes hurdles in our progress. The analysis depends upon the various personal needs and certainly for those, who believe in the art and science of astrology. The use of astrology thereby limits, for those who prefer it and demands for the same. We mention below our qualifications for your reference to establish the relationship based on transparency and authenticity.