Portfolio Management Services (PMS)
Portfolio Management Services (PMS) is a customised investment solution designed for high net-worth investors who seek personalised portfolio construction, professional management, and long-term wealth creation. Unlike mutual funds, PMS gives you a dedicated portfolio tailored to your financial goals, risk profile, and investment horizon.
The portfolio manager takes decisions on your behalf, based on the strategy and mandate agreed upon.
Investment advice is provided by the manager, but the final decision is taken by you.
The manager only gives recommendations; execution remains with the investor.
We evaluate top PMS providers based on performance, consistency, philosophy, risk metrics, and manager expertise.
We recommend strategies that best match your financial goals—not tied to any one product provider.
We track your PMS performance, exposure, risk levels, and overall portfolio alignment.
AMFI Registered Mutual Funds Distributor
ARN-167471
APMI Registered PMS Distributor
APRN – 00382
Grievance Redressal:
Contact Person – Mukesh Kumar
Phone – +91-6287331493 / +91-9835024904
Email – rpatelwealth@gmail.com
R Patel Wealth
Head office:
Kailashpuri, West of Hanuman Nagar Pani Tanki, Bhabha Colony, Kankarbagh, Hanuman Nagar, Patna, Bihar 800020
Contact- +91-9835024904 / +91-9973198713
Branch Office:
Gola Road, Rajeshwar Apartment, Opp. Yellow Vine Banquet Hall, Patna, Bihar 801503
Contact Kanhaiya Kumar- +91-6287331495
PATNA | DELHI-NCR | MUMBAI
DISCLAIMER: www.rpatelwealth.com is an online website of R PATEL WEALTH who is registered vide ARN-167471 as an AMFI Registered Mutual Fund Distributor. The current validity of ARN-167471 is 31.10.2028. APMI Registered PMS Distributor, APRN – 00382. The said website is intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
©2026 R Patel Wealth.
