PMS/AIF

Portfolio Management Services (PMS)

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.

Why PMS?

  • Customized investment strategies
  • Active portfolio rebalancing
  • Direct ownership of securities
  • Transparent performance reporting
  • 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 (AIF)

    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.

    Key Benefits:

  • Exposure to high-growth opportunities
  • Professional fund management
  • Risk diversification across asset classes
  • Structured products with defined mandates
  • At R Patel Wealth, we bring you hand-picked AIFs from leading fund houses and alternative asset managers in India.