Portfolio Management Services
We distribute and provide access to Portfolio Management Services (PMS) that are designed to meet the unique requirements of high-net-worth individuals (HNIs) and discerning investors, the minimum ticket size is Rs. 50 lakhs. PMS enables you to invest in a customized portfolio managed by experienced professionals, giving you the opportunity to achieve focused financial growth and diversification.
Why Consider Portfolio Management Services (PMS)?
PMS offers an advanced wealth management approach that is ideal for investors seeking a personalized investment strategy. Here’s why PMS stands out
Customized Portfolios
Each portfolio is uniquely constructed based on your financial objectives, risk tolerance, and time horizon.
Active Management
Experienced portfolio managers make dynamic decisions to optimize returns and reduce risks.
Comprehensive Asset Classes
PMS provides access to diverse investment options, including equities, fixed income, and alternative assets.
Our PMS Distribution Services
We enable a seamless connection between investors and some of the most trusted PMS providers in the industry, ensuring that your investment journey is efficient and transparent
Tailored Portfolio Insights
● Understanding your financial profile, including goals, preferences, and investment horizon, to align you with suitable PMS providers.
● Facilitating access to strategies ranging from equity-focused to multi-asset class portfolios.
Diverse Investment Strategies
● Equity-Oriented Portfolios: Focused on long-term capital growth through stock selection.
● Debt-Oriented Portfolios: Designed for stable returns with reduced risk.
● Thematic and Multi-Asset Strategies: Capturing niche opportunities and diversification benefits.
Seamless Onboarding Process
● Assistance with account setup, documentation, and compliance requirements.
● Ongoing support for transactions and portfolio monitoring.
Compliance and Transparency
● All offerings comply with SEBI guidelines, ensuring ethical practices and complete transparency.
● Regular performance reporting and disclosures to keep you informed of portfolio performance.
Client Education
● Information on PMS structures, risk-return profiles, and key strategies to help you make well-informed investment decisions.
● Updates on market trends and insights to align with your financial goals.
What Sets Us Apart?
Partnering with Rushil Financial Services for PMS distribution offers distinct advantages
Access to Top-Tier PMS Providers
We connect you with reputed portfolio managers offering a wide range of strategies.
Personalized Approach
Every step is aligned with your financial objectives to ensure portfolios meet your expectations.
Streamlined
Process
We handle the complexities of PMS onboarding and servicing so you can focus on your goals.
Continuous Support
Our team ensures that your experience is smooth, from portfolio creation to ongoing management.
Who Can Benefit?
PMS
Investors looking for personalized and actively managed portfolios.
Experienced Investors
Those seeking diversification and professional management beyond mutual funds.
NRIs
Non-Resident Indians interested in customized access to Indian equity and debt markets.
Business Owners
Entrepreneurs aiming to optimize surplus capital for long-term wealth generation.

