PMS Intro (1)

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R Wadiwala Portfolio Management and Advisory Services

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Managing investment in equities requires Knowledge Time Experience 1943 Monitoring 1943

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If you can answer some of the questions, it can be assumed that you are managing your equity portfolio very well…

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Is your portfolio properly diversified across scrips and sectors?

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Do you have predefined sector/scrip limit? How many scrip/sector are exceeding the pre-defined limits?

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Is your equity allocation dynamic? Are you having right allocation to equity given current market valuation?

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Are you able to book profits and re-enter equity markets at the correct time?

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Are all your buying & selling decisions based on sound market understanding?

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Are you easily able to ascertain your long and short term capital gains & losses?

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Those who need an expert to help manage their investments comes as an answer Portfolio Management and Advisory Services (PMS) R Wadiwala

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Portfolio Management Services Portfolio Management Services are specialized financial services offered as personalized investment solutions. The services are provided by a professional portfolio manager investing in multiple assets like equity, debt, structured products etc. PMS is similar to investing in mutual funds, but the investor has better control over the investment decisions and owns different assets rather than units of the funds.

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Advantages of PMS Professional expert managing your portfolio Customized portfolio backed by high-level investment research Diversification across asset classes such as equity, debt, government bonds, structured products Focus on client’s preferences and financial goals Superior returns and control over portfolio Easy access to portfolio holdings data

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Get informed on your portfolio, anytime anywhere using our back office tools

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Mobile Application for PMS

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Web based application

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R Wadiwala Established in 1943 9898927072 www.rwsec.com Mobile Apps 50+ Locations Known for integrity and Solid advisory NSE | BSE | MCX | NCDEX | DP: CDSL | PMS We Analyse You Benefit DISCLAIMER Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Data contained in this document is for informational purposes only and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for the products of R. Wadiwala Securities Private Limited. This is not a product. This is only an investment plan. RWSPL is acting in the capacity of distributor. For Private Circulation only .

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