Vishwas Deshpande

portfolio management services

A customized approach to managing your portfolio focuses on enhancing performance, reducing exposure to uncertainties, and aligning with your long-term objectives.

portfolio management services with VDAS Team

Our portfolio management approach is personalized and data-driven, focusing on enhancing your investments through careful analysis of market movements, individual risk appetite, and long-term goals. We build a thoughtfully diversified portfolio aimed at improving performance while managing exposure to potential risks. With ongoing monitoring and adjustments, we work to support steady, long-term progress.

Our experts are here to assist you with personalized portfolio management strategies.

Highlights

High-quality portfolio approach designed for steady performance

Portfolio Management Service provides personalized handling of your assets, with a focus on delivering balanced performance in line with your risk profile. It eliminates the need for constant tracking by offering regular reviews and proactive risk oversight. This makes it a suitable option for individuals seeking a refined and hands-off approach to managing substantial capital.

Professionally managed quality portfolio

The portfolio is overseen by experienced market specialists with a strong background in equities. They manage assets in alignment with the approach shared with clients, ensuring consistency and transparency throughout the process.

Diversification of risk

Since the stock market is uncertain and volatile at times, investment in PMS will look to diversify the risk and thereby reduce the impact of adverse events on the portfolio.

Scope for higher risk-adjusted returns

As PMS usually has a concentrated stock portfolio, it has a better chance to generate superior returns over the underlying index, especially if the portfolio is recalibrated to compensate for market volatility.

Can subscribe by Stock transfer, Cash or combination of both
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Attractive and Aligned Fee structures
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Customized investment strategies
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Complete Transparency – Stocks are held in Demat of Investors
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Disciplined approach and active monitoring
Empower your organization with strategies and solutions that drive long-term success and scalability.
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Explore our PMS Strategies

Comprehensive range of best in class PMS strategies

Across Market Cap-Large, Multi, Mid & Small Cap Oriented
Thematic & Sector Focused Funds
Active & Passive Strategies
Concentrated & Diversified Option
Discretionary & Non-Discretionary