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ONEMARKED FINANCIAL SERVICES Pvt Ltd

Makarba, Ahmedabad, Gujarat

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Portfolio Management Services

Leading Service Provider of Discretionary PMS, Non Discretionary PMS and Advisory PMS from Ahmedabad.

Discretionary PMS

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Service LocationPAN India

PMS Overview :

The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth. The Portfolio Manager's investment philosophy underlines maximizing the risk-adjusted returns depending on the client's risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.

PMS Key Benefits :

  • Strong and Active risk management
  • Diversification of portfolio for adequately spreading equity related risks???
  • Active and regular monthly review and portfolio rebalancing
  • Experienced and Professional fund management team???
  • Flexibility to switch from one strategy to other
  • Additional purchase facility & Partial Withdrawal facility

PMS Types :

  1. Discretionary PMS : All Financi decisions and actions are taken by the portfolio manager.
  2. Non-Discretionary PMS : All financial decisions and actions are taken by the Investors with guidance of RM.
  3. Advisory PMS : Portfolio managers advices investors and help them make informed investment decisions.

PMS Unique Features :

  • Different Investment : Tha folio capture both multi-year growth themes and multi-baggers and special situation tactical strategy.
  • Fund Alloacation : ???You've got the option to change allocation between the two portfolio depending upon risk appetite and view on the market.
  • Right Divercification : Aim to deliver superior risk adjusted returns across market cycles through a well defined stock selection process and balanced allocation between Quality and Alpha.

Why Choose Us For PMS ?

  • Collaboration With India's Largest Investment  Companies.
  • High Quality Investment Research
  • Get Free* Exclusive Investment Advisory
  • Expert Investment Advisor Gives You Perfect Advice
  • Personal Portal With Different Investment Services 
  • 24/7 Personal Helpdesk With Live Chat Option from Expert Advisors
Price : Variable - As Per PMS Option Selection

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Non Discretionary PMS

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Service LocationPAN India

PMS Overview :

The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth. The Portfolio Manager's investment philosophy underlines maximizing the risk-adjusted returns depending on the client's risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.

PMS Key Benefits :

  • Strong and Active risk management
  • Diversification of portfolio for adequately spreading equity related risks???
  • Active and regular monthly review and portfolio rebalancing
  • Experienced and Professional fund management team???
  • Flexibility to switch from one strategy to other
  • Additional purchase facility & Partial Withdrawal facility

PMS Types :

  1. Discretionary PMS : All Financi decisions and actions are taken by the portfolio manager.
  2. Non-Discretionary PMS : All financial decisions and actions are taken by the Investors with guidance of RM.
  3. Advisory PMS : Portfolio managers advices investors and help them make informed investment decisions.

PMS Unique Features :

  • Different Investment : Tha folio capture both multi-year growth themes and multi-baggers and special situation tactical strategy.
  • Fund Alloacation : ???You've got the option to change allocation between the two portfolio depending upon risk appetite and view on the market.
  • Right Divercification : Aim to deliver superior risk adjusted returns across market cycles through a well defined stock selection process and balanced allocation between Quality and Alpha.

Why Choose Us For PMS ?

  • Collaboration With India's Largest Investment  Companies.
  • High Quality Investment Research
  • Get Free* Exclusive Investment Advisory
  • Expert Investment Advisor Gives You Perfect Advice
  • Personal Portal With Different Investment Services 
  • 24/7 Personal Helpdesk With Live Chat Option from Expert Advisors
Price : Variable - As Per PMS Option Selection

View Complete Details

Yes, I am interested!

Advisory PMS

Get Latest Price

Service LocationPAN India

PMS Overview :

The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth. The Portfolio Manager's investment philosophy underlines maximizing the risk-adjusted returns depending on the client's risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.

PMS Key Benefits :

  • Strong and Active risk management
  • Diversification of portfolio for adequately spreading equity related risks???
  • Active and regular monthly review and portfolio rebalancing
  • Experienced and Professional fund management team???
  • Flexibility to switch from one strategy to other
  • Additional purchase facility & Partial Withdrawal facility

PMS Types :

  1. Discretionary PMS : All Financi decisions and actions are taken by the portfolio manager.
  2. Non-Discretionary PMS : All financial decisions and actions are taken by the Investors with guidance of RM.
  3. Advisory PMS : Portfolio managers advices investors and help them make informed investment decisions.

PMS Unique Features :

  • Different Investment : Tha folio capture both multi-year growth themes and multi-baggers and special situation tactical strategy.
  • Fund Alloacation : ???You've got the option to change allocation between the two portfolio depending upon risk appetite and view on the market.
  • Right Divercification : Aim to deliver superior risk adjusted returns across market cycles through a well defined stock selection process and balanced allocation between Quality and Alpha.

Why Choose Us For PMS ?

  • Collaboration With India's Largest Investment  Companies.
  • High Quality Investment Research
  • Get Free* Exclusive Investment Advisory
  • Expert Investment Advisor Gives You Perfect Advice
  • Personal Portal With Different Investment Services 
  • 24/7 Personal Helpdesk With Live Chat Option from Expert Advisors
Price : Variable - As Per PMS Option Selection

View Complete Details

Yes, I am interested!
3.8/5★★★★★★★★★★

Reviewed by 4 Users

5 star1

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User Satisfaction

Response100%

Quality100%

Delivery100%

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Dharmesh ★★★★★ ★★★★★

04-August-21

R

Rohit Patel ★★★★★ ★★★★★

19-April-21

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ONEMARKED FINANCIAL SERVICES Pvt LtdC - 108, Siddhivinayak Business Towers Off. S. G. Highway, Behind Adani CNG Pump, Makarba, Ahmedabad-382350, Gujarat, India

Sagar Khatri (Chief Executive Officer)

View Mobile Number21% Call Response Rate

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