Portfolio Management Service

Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.

PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.

Visionary Trailblazer is empaneled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.

Here is the list of documents and details required for PMS onboarding for Residents and NRIs

Unlock exclusive portfolio strategies designed to outperform benchmarks.

Unlock exclusive portfolio strategies designed to outperform benchmarks.