Wealth creation is a central economic objective of any corporate or High Net Worth individual (HNI). However healthy wealth creation happens through a conscious management of investment decisions fulfilling the criteria of capital preservation and capital growth. And this is possible through Portfolio Management Services (PMS).

Anmol Finsec has a customer centric business philosophy whose sole objective is to deliver customer delight. We engage with clients to understand their individual needs, risk profiles and then set investment objectives. For clients with high risk profile we offer our Pure Equity Portfolio Management Services aimed at capital growth and dividend yield. For investors with a low risk profile, regular returns and income objectives we offer the Pure Debt Fund Portfolio Management Services.

Anmol Finsec’s Portfolio Management Services (PMS) maximizes returns from the portfolio and balances the good investment parameters of security, liquidity and return. The ideal investment portfolio may include different instruments like Stocks, Equity Mutual Funds for capital Growth, Income Mutual Funds, Bonds, Debentures, Company Deposits and Small savings for Regular Income and Money market Funds, Short Term Bank Deposits, Gold and Government Securities for Capital Preservation.

For Capital Growth the risk needs to be Medium to High, long term view of 3 to 5 years, Regular Income needs to be Low to Medium risk and have a 1 to 3 years view while for Capital Preservation the risk is low to medium with a less than 1 year view. The respective returns are around 20 %, 9 to 13 % and 5 to9% respectively.