At R Patel Wealth, our Portfolio Management Services (PMS) are designed for investors seeking personalized and professionally managed investment solutions. PMS offers a curated portfolio of equities, fixed income, and other asset classes, managed by seasoned fund managers to meet specific investment goals.
We partner with top-rated PMS providers in India to bring you a range of strategies including large-cap, mid-cap, multi-cap, thematic, and sectoral portfolios.
Alternative Investment Funds (AIFs) offer access to non-conventional investment avenues such as private equity, venture capital, real estate, and hedge fund strategies. AIFs are ideal for HNIs and institutional investors seeking higher returns and portfolio diversification.
At R Patel Wealth, we bring you hand-picked AIFs from leading fund houses and alternative asset managers in India.