Portfolio Management Services

Portfolio Management Services is the Portfolio Management division of Integrity Advisory that helps you manage your wealth. This is a personalized tailor made service oferring investment & wealth advisory to cater the investments objective of niche investor classes. We provide professional solutions customised to meet your financial goals.

At Integrity, our financial masters use their combined talents and experience to build up your portfolio of investments with an endeavour to bring out the best in it.

Portfolio Management Service (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager and can potentially be tailored to meet specific investment objectives.

When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.

Key Features:

  • Your portfolio is tailored after a thorough research backed by the expertise of the PMS team
  • An experienced team of portfolio managers ensure your portfolio is tracked, monitored, and optimized at all times

Our Approach:

This division of Integrity Advisory is exclusively for select investors like you, offering customised investment solutions built on

After fully understanding your particular needs, we will design an optimal portfolio for you taking into account your goals, time horizon, risk profile and investment outlook. Using a research-based strategy, we help you invest in quality products & solutions

Our aim is to have investment excellence within the framework of transparent and rigorous risk control. Our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs.