DHANAVRUKSHA
Portfolio Management Services (PMS) is a customized, professionally managed investment solution designed to leverage market-linked opportunities through diverse investment strategies. Tailored for high-net-worth individuals (HNIs), PMS allows direct investment in a curated basket of securities, including equities, fixed income, and structured products, offering market exposure and risk-adjusted returns.
At Dhana Vruksha, we focus on creating high-quality portfolios that strike the right balance between diversification and optimal returns. Our proprietary analytics ensure an unbiased selection of investments, backed by in-depth research and a commitment to long-term client prosperity. Unlike traditional wealth managers, we prioritize insight and integrity, reshaping the wealth management industry by sticking to the basics.
We are empaneled with a wide range of reputed third-party PMS providers across India, including AMCs and financial institutions, to offer specialized PMS solutions tailored to your financial goals.
Relevant industry experience of core team
Assets under management in just 2 years
Execution to deliver top-quartile returns
Truly unbiased product selection
Seamless transactions & report generation
Alternate Investment Funds (AIFs) usually include real estate, private equity, hedge funds, and venture capital funds or investments in stocks and bonds using strategies that go beyond traditional ways of investing, such as long/short or arbitrage strategies. Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, reduce risk, and enhance returns.
AIFs combine the operational ease of a mutual fund and the flexibility of a PMS, making it a perfect blend geared for generating optimum performance for a stipulated investment objective. To enhance risk-adjusted performance, these products can use complex strategies like unlisted equity investments, long-short hedging styles of investments, etc.