Portfolio Management Services

Karvy Portfolio Management Services (PMS) offer a tailor made investment portfolio managed by professionals to suit the investment objective and needs of the investor. The portfolios are carefully constructed to capture long-term value while minimizing potential loss with the support of fund managers, researchers and analysts.

Depending on the market condition, we offer customized products focusing on the objective of delivering consistent long-term performance while controlling risk. Portfolio Management Services are in two broad categories, Equity and Debt PMS.

Product & Services

Equity PMS – We ensure that our customers avail the best out of equity portfolio from a wide variety of services catering to all requirements.

Debt PMS – Based on the financial needs, our services will be armed with strategies for creating growth or regular income. Diversify beyond equity with lower risks.