Expert-led investment management to grow and protect your wealth
Managing a large portfolio requires expertise, strategy, and continuous monitoring. That’s where Portfolio Management Services (PMS) come in — offering professional management of your investments, tailored to your financial goals and risk appetite.
At SHREEFIN, we connect you with SEBI-registered PMS providers who specialize in equity, debt, and hybrid strategies. Whether you’re looking for long-term capital growth, stable income, or wealth preservation, PMS delivers structured and disciplined investment management.
Your portfolio is managed by experienced fund managers with deep market knowledge.
Diversified strategies to balance risk and return across market cycles.
Customized portfolios based on your goals, timeline, and risk profile.
Regular reporting, performance tracking, and compliance with SEBI norms.
Designed to help you outperform traditional investment options.
Focused equity strategies for long-term capital appreciation.
Fixed income-oriented strategies for stability and predictable returns.
Balanced portfolios combining equity and debt for optimal risk-adjusted growth.
Invest in themes like technology, infrastructure, or ESG for targeted exposure.
Complete portfolio management by experts with regular reporting.
Investors retain decision-making with advisory support from fund managers.
Looking for personalized, professionally managed investments? SHREEFIN partners with leading SEBI-registered PMS providers to create tailored strategies that align with your wealth goals. Experience smart, structured portfolio management today.
Explore PMS Solutions