Portfolio Management Services (PMS) Nearby
Top Portfolio Management Services (PMS) in Kothrud, Pune as on Sep 08, 2025
NS Wealth Solution Pvt. Ltd. (SEBI RIA)
To serve 5 crore families to become rich ,happy and successful in life by doing Financial Planning by 2047. We believe that financial planning stands for people, their dreams and their goals. Established in early 2008, NS Wealth Financial Planners is part of India’s modern breed of true unbiased client focused Financial Planning Firms. The team at NS Wealth has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.We have experience handling people with different personal status like single, married, divorced, widowed. We have dealt with people with diverse goals, personal situations, specific problems/ constraints, varying financial positions and level of evolution in financial matters. We would be able to best service salaried people & professionals.
Sky Avenue Pvt. Ltd
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.
Prajakta Finance Solution
We are Service all financial all Insurance Relevant products. Also we do the Financial and Life Financial Goal planning.
Mutual funds , share market , insurance
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