Portfolio Management Services (PMS)

At I Cap Financial Services, our Portfolio Management Services are tailored for discerning investors who seek professional expertise, personalized strategies, and consistent growth for their investments. Whether you’re looking for a custom-built portfolio or evaluating top-performing third-party fund managers, we have you covered.

What We Offer in PMS

1. In-House Portfolio Creation

• Tailor-Made Strategies: Our expert portfolio makers design personalized investment strategies based on your financial goals, risk tolerance, and investment horizon.
• Proprietary Tools: Utilizing cutting-edge analytics and market research, we optimize your portfolio for maximum returns with minimal risk.
• Diversified Investments: Our approach focuses on achieving the right balance between equity, fixed income, and other asset classes.

2. Third-Party PMS Selection

• Access to Leading Fund Managers: We help you select PMS solutions from reputed fund managers like ICICI, 360 ONE, HDFC, and others.
• Comprehensive Analysis: Our team evaluates third-party PMS providers based on their performance history, strategies, and alignment with your goals.
• Personalized Recommendations: We ensure the chosen PMS aligns perfectly with your financial aspirations.

3. Continuous Monitoring and Advisory

• Active Monitoring: Regular updates and performance tracking ensure that your portfolio remains on track.
• Strategic Adjustments: Our advisors proactively recommend changes to adapt to market trends and evolving needs.
• Transparent Communication: We keep you informed every step of the way, fostering trust and confidence.

Why Choose I Cap PMS?

• Dual Options: Choose between custom in-house portfolio management or top-tier third-party PMS providers.
• Expertise: Our team brings decades of experience in crafting and managing portfolios for national and international clients.
• Customization: We understand that no two investors are the same. Every portfolio is built or recommended with your unique goals in mind.
• Transparency: With I Cap, you’ll always know where your money is invested and why.
• Growth-Oriented: Our strategies aim for consistent and sustainable returns over the long term.

Key Benefits of PMS

• Professional Management: Your investments are handled by experienced fund managers and financial experts.
• Diversification: Portfolios are spread across asset classes, reducing risk while optimizing returns.
• Convenience: Leave the complexities of market tracking and decision-making to us.
• Regular Updates: Get detailed performance reports to stay informed about your portfolio’s growth.
• Flexibility: Adaptable strategies ensure you stay ahead of market dynamics.

How It Works

1. Needs Analysis: We assess your financial goals, risk appetite, and timeline.
2. Portfolio Design or Manager Selection: Choose between our custom-built portfolios or third-party PMS.
3. Execution: Investments are carefully allocated across selected asset classes and funds.
4. Monitoring & Reporting: Track performance with regular updates and adjust strategies as required.

Ready to Grow Your Wealth?

With I Cap Financial Services, you gain a trusted partner who ensures your investments are managed with precision and care. Whether through our proprietary portfolio strategies or carefully curated third-party PMS options, we deliver a seamless, high-performance experience.

Contact us today to explore how we can help you achieve your financial aspirations.