Serious Wealth Needs Serious Strategy

Portfolio Management Service (PMS)

For investors seeking more than just mutual funds, PMS offers personalized, high-conviction strategies managed by professionals.

Why PMS
Portfolios tailored to your risk profile and goals
Direct ownership of high-quality equity and assets
Expert fund managers backed by deep research
Flexible strategies across value, growth, and thematic themes
Transparent reporting and regular reviews

How Wealth Batah Adds Value
Match you with the right PMS provider based on your needs
Explain fees, taxation, and entry or exit plans clearly
Monitor performance and ensure timely portfolio reviews
Align strategies with changing markets and life goals

Who It’s For
Ideal for clients with ₹50 lakhs or more to invest, PMS suits those who want focused, goal-driven wealth management with expert attention.