PMS / AIF

Portfolio Management Services

Portfolio Management Services (PMS) is a personalized and professionally managed investment solution that employs various investment strategies to capitalize on market-linked opportunities.

PMS is well-suited for high-net-worth individuals (HNIs) who are willing to take risks and seek market exposure by directly investing in a diverse basket of securities, including equities, fixed income, structured products, and more.

We have partnered with a diverse group of reputable third-party PMS providers throughout India, including AMC’s and financial institutions, each of which offers its unique and specialized PMS offerings.

Alternate Investment Funds

Alternate Investment Funds (AIFs) often encompass real estate, private equity, hedge funds, venture capital funds, or unconventional investment strategies like long/short or arbitrage strategies in stocks and bonds.

As alternative investments tend to behave differently than traditional stock and bond investments, adding them to a portfolio can offer broader diversification, lower risk, and potentially enhance returns. At SGA Wealth, we have partnered with top-tier third-party AIF providers, enabling investors to diversify their portfolios and capitalize on the high-return opportunities they provide over the long run.

Please contact us for more details