PMS Portfolio Management Services represent a pinnacle in professional investment management. At SDG Financial Services, our investment experts provide comprehensive management solutions designed to empower individuals, institutions. The primary goal is to efficiently choose right investment portfolios with the intent of generating returns that outperform the market.

India boasts numerous portfolio management service providers, each managing a diverse set of schemes with distinct investment strategies. PMS provider, offering a range of investment solutions, including Equity, Fixed Income, Multi-asset, and Alternative Investments. Our strategies are thoughtfully designed, considering clients' financial objectives, risk profiles, and other constraints.

PMS services in India are diversified, encompassing various investment strategies such as value investing, growth investing, and approaches based on fundamental and technical analysis. At SDG Financial Services, we tailor investment strategies to align with individual investor preferences and market dynamics.

PMS portfolio management providers have a minimum investment amount criterion beyond which they provide their services. It is very important to note that SEBI (Securities and Exchange Board of India) has regulated the PMS services in India. SEBI has specified the requirement of a minimum investment of INR 50 Lakhs by investors. For this reason, PMS Portfolio Management Services are very different from other investment advisory services. PMS services in India were announced in 1993 by SEBI. So, about thirty years ago, the minimum investment required to receive PMS Portfolio Management Services was INR 5 lacs. It was in 2012 that the minimum investment size was raised from 5 lac rupees to 25 lac rupees. Then, it was only a few years ago in 2019 that the investment size was further changed to 50 lacs, where it currently stands.

PMS Portfolio Management Services are tailored for High Net Worth Investors (HNIs) and institutional investors due to the higher investment threshold. Recognizing the diverse needs of retail investors, SDG Financial Services presents an alternative avenue – smallcases.

 For retail investors seeking a more accessible entry point, We also offers smallcases. These are curated baskets of funds managed by expert fund managers, with a minimum investment size as low as INR 10,000. You can explore our smallcases for a retail-friendly investment approach.

our commitment is to democratize investment opportunities, ensuring that both HNIs and retail investors benefit from our At FINAUX, expertise. Embark on a journey of strategic wealth management with SDG Financial Services, where your financial success is our top priority. Connect with us today to explore the potential of exclusive and tailored investment solutions.