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Portfolio Management Services

FinPro Wealth offers professional Portfolio Management Services (PMS) to HNIs who seek customized solutions to realize their investment goals. PMS is a customised offering, providing a range of investment options best suited for you in the current market scenario. Our Portfolio Managers are equipped to create an investment portfolio across various investment avenues like Equities, Fixed Deposits, Bonds etc. to meet your unique needs.

Benefits of Portfolio Management Services

  • Diversification of portfolio for containing non-systematic risks in equity market

  • Active risk management

  • Active review and re-balancing

  • Expert management

  • Solid risk management

  • Experienced and robust fund management team

  • Efficient and personalized client servicing

  • No entry load on investment

Trusted

Secure

Reliable

FinPro Wealth in Numbers

More than 10k satisfied clients investing with us - PAN India

10,000+

Client Base

A team of qualified and well-experienced professionals

8Years+

Experience

A well-known name in the financial education industry

22,000+

No. of Candidates Trained

Non mere theory - we believe in practical learning

2,600+

No. of Interns

Trained

Get in touch with us today!

See your portfolio grow-with professional managers

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