Build Wealth
with Clarity
Smart. Transparent. Personalized Portfolio Management.
Portfoloio Management Service
Findoc’s Portfolio Management Services simplify your investment journey with personalized,
research-driven strategies for long-term wealth creation. As retail demand for diversified, high-conviction portfolios grows, Findoc delivers with expert insights and a transparent approach to creating & managing substantial wealth.
With the PMS industry & the capital markets projected to grow,Findoc is outpacing the market with a robust annualized growth rate of 30–35%, emerging as a trusted wealth partner for today’s investor.
Why PMS?
Expert Management
Your investments are managed by seasoned professionals using data-backed, research-driven strategies tailored to your financial goals.
Real Transparency
Track your holdings directly with complete clarity and control.
Smart Returns
We focus on delivering consistent and risk-adjusted returns through disciplined capital allocation.
PMS Product
Findoc Value
India Fund
(Midcap & Small Cap)"Product focuses on investing in high-growth potential small-cap and mid-cap stocks. It aims to deliver superior long-term returns by identifying emerging leaders in the market."
Alternative -"Focuses on high-growth small- and mid-cap stocks to cap-ture long-term returns from emerging market leaders."
What is a Portfoloio Management Services (PMS) ?
A Portfolio Management Service (PMS) is a professional service where experts create and manage customized investment portfolios tailored to a client's risk tolerance and financial goals. It offers per-sonalized strategies and active management to help achieve invest-
How does PMS work ?
PMS allows investment in assets like equities and debt, managed by experts based on your goals and risk profile. You get regular reports and support from the provider for easy setup and tracking.
To Start a PMS service with Findoc, Contact Us. We will answer all your queries and get you started.
Why Choose Portfolio Management Services ?
- Ideal for investors with a long-term investment horizon and a higher risk tolerance.
- Portfolios are actively monitored and regularly rebalanced to ensure alignment with your financial goals
- Investment decisions are supported by thorough research and market analysis to identify promising opportunities.
- Portfolios are customized based on your risk appetite and expected return objectives
- Various management styles are available to suit different investor preferences and strategies