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24,123.45 0.56%
SENSEX
79,454.60 0.11%
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NIFTY IT
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GOLD
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Vimasai

Portfolio Management Services

Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.

Portfolio Management Services

Why Choose This Service

Designed For

Long-Term Wealth

Discretionary Portfolio Management

Let our experts manage your investments, making decisions based on your goals and risk tolerance.

Advisory Portfolio Management

We provide guidance, but you have the final say in investment decisions.

Investment Categories

Solutions Designed

For Every Goal

Customized Investment Strategies

Tailored to your financial objectives.

Diversification

Spread your investments across various asset classes.

Risk Management

Proactive risk assessment and mitigation.

Regular Monitoring

Continuous oversight and adjustments.

Transparency

Access to real-time performance reports.

PMS PARTNERS

PMS

Partner Network

Motilal Oswal

Sundaram

Franklin Templeton

ASK Hedge Solutions

White Oak Capital

Asit C. Mehta

Carnelian

Equitree

ICICI Prudential

& more

Please review the relevant offer documents and risk disclosures before making any decision.


Ready to start your investment journey?

Get expert guidance tailored to your financial goals.

Start Investing
Vimasai Trading (India) Private Limited

Helping investors build wealth through disciplined mutual fund investing, SIP planning and long-term financial strategies.

Get In Touch

Vimasai Trading (India) Private Limited

AMFI Registered Mutual Fund Distributor | ARN - 123992 | Validity: 01 Jul 2026 To 30 Jun 2029

Yugavart Aggarwal EUIN - E235909 | Validity: 10th May 2024 To 01st April 2027

Bhanavya Aggarwal EUIN - E593442 | Validity: 11th November 2024 To 6th November 2027

AMFI Registered SIF Distributor | ARN-123992 | Validity: 21st Jan 2026 TO 20th Jan 2029


APMI Registered PMS Distributor | Yugavart Aggarwal ARPRN03762 | Validity:25th September 2024 TO 24th September 2027

Investments in securities markets are subject to market risks. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

The value of investments may fluctuate due to various factors including market conditions, interest rate movements, credit quality of underlying securities, and liquidity in the market.

Different types of financial products carry different levels of risk. Investors should evaluate their risk appetite and investment objectives before making any investment decision.

Please refer to the respective offering documents such as Scheme Information Document (SID), Key Information Memorandum (KIM), Disclosure Documents, or other product-specific materials for detailed risk factors.

Vimasai Trading (India) Private Limited is an AMFI Registered Mutual Fund Distributor and provides distribution services only.

Vimasai Trading (India) Private Limited is NOT a SEBI Registered Investment Adviser.

Portfolio Management Services are subject to market risks. Please read the Disclosure Document of the PMS provider carefully before investing. Past performance is not indicative of future returns.

GSTIN: 07AABCV8988L1ZE | CIN / LLPIN: U51909DL2004PTC128058

Grievance Redressal Officer: Bhanavya Aggarwal | bhanavya.agg@gmail.com | +919266432006

Office Address: B132 Anand Vihar Colony, Delhi 110092

AMFIMutual Fund Sahi Hai

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