Why Choose Portfolio Management Services

Structured Solutions

Identification of growth oriented equities along with effective risk management

Transparency

Regular performance report and direct ownership of underlying securities.

Better Governance

Comprehensive SEBI regulation offers better flexibility while ensuring investor protection.

Professional Management

Active investment based on thorough business understanding & informed decision making

Risk Management

Prudent portfolio structuring based on calculated risk management strategies as per the market movements.

**(Disclaimer: Past performance may not be indicative of future results.)

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Your ideas and feedback are always welcome.

Our Features

Sector Agnostic

We invest across various sectors, seeking opportunities regardless of industry.

Multi-Strategy

We employ a variety of investment strategies to navigate different market conditions.

Multi-Cap

Our portfolio invests in companies of all sizes, from large-cap to small-cap.

Open-Ended Scheme

You have the flexibility to enter and exit the fund at your convenience.

Unique Mix

Our fund blends Value and Growth, focusing on companies with strong moats and sustainable revenues.

Rigorous Research

Use of financial and quantitative tools to evaluate the quality of a business and its promoters

Diversification

We invest in a well-diversified portfolio across high-performing sectors and securities

Passionate Founder with Strong Hands-on Management Experience

CA Radha Raman Agarwal, a St. Xavier's Commerce graduate and merit-holding Chartered Accountant, holds extensive experience in finance. After a successful corporate career with companies like Asian Paints and Pidilite, he started his entrepreneurial journey with Swyom Advisors in 2023.

Raman Sir's expertise combines his experience in corporate finance, a lifelong passion for equity markets, and in-depth knowledge of investment and taxation. He is committed to leveraging his expertise and resources to achieve outstanding results for Swyom's clients, including the Swyom India Alpha Fund and Swyom India Opportunities Fund.

FAQs

Common Questions ABOUT Portfolio Management Services (PMS)

Portfolio Management Service (PMS) is a customized investment solution where a professional fund manager actively manages your investment portfolio based on your risk appetite and financial goals.

As per SEBI regulations an investor must invest a minimum of 50 lakhs to start a Portfolio Management Services account.

Here are the major benefits of portfolio management services:
  • Transparency: You have easy access to real-time information about your investments, performance reports, and holdings. This builds trust with your portfolio manager.
  • Customization: PMS tailors investment solutions to your specific goals, risk tolerance, and investment horizon.
  • Flexibility: Unlike mutual funds, PMS allows portfolio managers to adjust your investments based on market conditions.

  • High Net Worth Individuals (HNIs) and Institutions: PMS caters to a niche segment of clients with substantial investable assets.
  • Investors Seeking Personalized Solutions: If you desire a customized approach to wealth creation and appreciate high-touch service, PMS could be a good fit.
  • Investors with Diverse Asset Preferences: If you're interested in investing beyond just equities, PMS can accommodate asset classes like fixed income and structured products
  • Family Offices and Senior Corporate Employees: PMS is well-suited for family offices and senior corporate employees looking for tailored investment strategies and professional portfolio management.

There can be downsides to exiting a PMS:
  • Exit Load Penalties: Some PMS structures charge fees for early withdrawal.
  • Higher Capital Gains Taxes: Depending on your investment timeframe, selling might incur higher capital gains taxes.

**Disclaimer:Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services (PMS) will be achieved. Investors in the PMS Product are not being offered any guaranteed/assured returns. Past performance of the portfolio manager does not indicate the future performance for any of the strategies. The names of the portfolios do not in any manner indicate their prospects or return. The investments may not be suited

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