Portfolio Management Service
Professional Portfolio Management
Smart strategies. Active monitoring. Personalized performance.
At ANUJ KRISHAN AGARWAL, our Portfolio Management Services (PMS) are designed for individuals seeking a strategic, expert-driven approach to wealth creation and preservation. We tailor portfolios based on your financial goals, market opportunities, and risk appetite.
What is Portfolio Management?
Portfolio management involves professional oversight of your investments — including equities, bonds, mutual funds, and other assets — to help you achieve optimal returns with controlled risk. It ensures disciplined asset allocation, rebalancing, and performance monitoring for long-term growth.
Our Portfolio Management Services Include
Customized Investment Portfolios
Strategies based on your risk profile, goals, and timeline to optimize performance.
Active Monitoring & Rebalancing
Continuous assessment of your portfolio to adapt to market changes and maintain optimal allocation.
Equity & Debt Advisory
Balanced exposure across equity, fixed income, and alternative assets for stable growth.
Tax-efficient Strategies
Structure investments to reduce tax liability and increase post-tax returns.
Risk Analysis & Management
Identify, mitigate, and manage market and credit risks to protect capital.
Why Choose Our PMS?
- ✔ Expert Management: Managed by experienced professionals with a track record of market insight.
- ✔ Transparency & Reporting: Regular portfolio updates with performance metrics and market commentary.
- ✔ Tailored Strategies: Investments are aligned with your individual goals and preferences.
- ✔ Risk-adjusted Returns: Focus on delivering consistent returns while minimizing downside risk.
- ✔ One-on-One Support: Personalized advice and support from a dedicated advisor.
Let our experts manage your investments while you focus on what truly matters. Maximize returns with minimal effort.
Start Portfolio ManagementANUJ KRISHAN AGARWAL is an AMFI Registered Mutual Fund Distributor.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
ANUJ KRISHAN AGARWAL makes no warranties or representations, express or implied, on products offered through the platform of ANUJ KRISHAN AGARWAL. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
