Strategic Portfolio Management for Smart Wealth Growth
Expert-Led Portfolio Management Services You Can Trust
At DGG Xclusive Finmart Pvt. Ltd., we believe that wealth creation is not just about investing—it’s about investing wisely. Our Portfolio Management Services (PMS) are designed to offer personalized, research-backed investment strategies tailored to your financial goals, risk appetite, and time horizon.
What is PMS?
Portfolio Management Services (PMS) is a professional service where an expert portfolio manager handles your investments across asset classes such as equities, fixed income, and alternative instruments. Unlike mutual funds, PMS offers a more customized, actively managed approach to wealth management, typically for high-net-worth individuals (HNIs) or serious long-term investors.
There are two primary types of PMS:
Discretionary PMS – The portfolio manager makes investment decisions on your behalf based on a predefined strategy.
Non-Discretionary PMS – The manager suggests investments, but final decisions rest with you.
PMS aims to generate superior risk-adjusted returns while maintaining alignment with your personal financial objectives.
Benefits of PMS
Customized Investment Strategies – Portfolios tailored to individual financial goals and risk profiles
Professional Expertise – Managed by seasoned portfolio managers using advanced analytics and market research
Transparency – Direct ownership of securities and regular performance reporting
Diversification – Spreading investments across sectors, themes, and asset classes
Tax Efficiency – Personalized strategies can help optimize tax outflows
Active Management – Ongoing monitoring and timely re-balancing of portfolios
What We Offer
Our PMS solutions include:
Equity-focused Portfolios – Large-cap, mid-cap, multi-cap, or thematic strategies
Debt & Hybrid Portfolios – For conservative investors seeking stability and income
Custom Portfolio Design – Based on your goals (e.g., retirement, wealth preservation, legacy planning)
Performance Tracking & Rebalancing – Dynamic adjustments based on market trends
Risk Management Frameworks – To protect capital during volatility
We also provide transition strategies if you’re moving from mutual funds or self-directed investing into managed portfolios.
Why Choose Our Consultancy?
We offer more than just investment advice—we offer strategy, discipline, and accountability. Here’s why clients trust us for PMS:
Expert Portfolio Managers – Backed by strong market insights and research
Goal-Based Approach – Focused on achieving your life and financial goals, not just returns
Regular Monitoring & Reporting – Clear, data-driven updates on performance and changes
Client-First Philosophy – Transparent fee structures and zero conflict of interest
Proven Track Record – Delivering consistent, risk-optimized results for a range of client profiles
Who Can Benefit?
High-Net-Worth Individuals (HNIs) – Seeking personalized, high-performance wealth management
Senior Professionals & Business Owners – Looking to preserve and grow accumulated wealth
Retirees & Pre-Retirees – Focused on capital protection and steady income
NRIs – Interested in professional investment management in India
Families & Trusts – With long-term legacy planning goals
Get Started Today
Your portfolio deserves more than guesswork—it deserves expert management. Contact us for a free consultation and let’s build a portfolio that aligns with your goals and grows with your future.