PMS (Portfolio Management Service
In India, you can invest in equities through Mutual Funds (MF) or Portfolio Management Service (PMS). Through PMS and MF, even though you invest in similar stocks, the implementation and management (of these two schemes) are different, and so are their portfolio construction strategies. It’s a customized investment avenue for High Net Worth and Ultra High Net Worth clients. PMS are similar to Mutual Funds with a higher degree of customization. While the cost involved in investing in a PMS is comparatively higher, the benefits of PMS are numerous.
Blog & Articles upon the "RETIREMENT".
FINANCIAL FREEDOM
Meeting your obligations without relying on a paycheck. Having sufficient enough balance income to cover your living expenses. It is not about being rich and
LIFESTYLE PLANNING
Creating a lifestyle map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance
BUSINESS TRANSITION PLANNING
Business transition planning is a business strategy. It is all about creating, harvesting, and preserving the value of the business during a successful transition. Every
DEBT FREE
When you have no debt, your credit score and other indicators of financial health, such as debt-to-income ratio (DTI), tend to be very good. This
Estate
An estate comprises all of an individual’s assets, including investments, land, cash, and possessions. Estate planning is the process and management of how assets will