Equity and PMS
An equity investment is money that is invested in a company by purchasing shares of that company in the stock market. These shares are typically traded on stock exchange. Equity investors purchase shares of a company with an expectation that they’ll rise in value in the form of capital gains, and/or generate dividends. Equities can strengthen a portfolio’s asset allocation by adding diversification.
PMS (Portfolio Management Services) is offered by a Portfolio Manager. This is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund.
We are providing “Equity and PMS” services through Motilal Oswal Financial Services Ltd. (MOFSL). Their consistent efforts towards quality equity research have reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years. They have also been awarded the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five years in a row and got inducted in ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019.
Our Happy Customers
I am totally satisfied with the services and advice given by you whenever I needed. Never ever I have found you lagging in any respect. You are very sincere, dedicated and totally committed to your profession therefore you are bound to have excellent relationship with all your clients. Your human values are beyond expectations and of exceptional order, a rarely in today's world.
I still remember the crucial time some 4 years back when I was lucky to meet you. Had lots of issues with respect to income tax/ capital gains. Misguided by my previous CA, I was deep down in s——. But, today I am a very satisfied person with all financial issues sorted out by you. You have given me correct and much needed timely advices. Being a busy professional, I understand the value of these advices and actions. Lucky to have a professional and a good human being as my financial advisor.
Rakesh has been my advisor for 7 years now. I knew a little bit about investing, but not enough to feel confident, and placing my trust in him was a great decision. I feel fortunate to have him manage my investment portfolio to the degree in which I have a very comfortable plan that works well for me. He shows a genuine interest not only in the management of your investments but also you as a person and friend. He explains your investment portfolio very well and encourages you to invest in safe and secure products but with decent returns. I would not hesitate to recommend Rakesh to anyone who is seeking a good financial advisor. Thanks Rakesh.