Portfolio Management Services
Discretionary or non-discretionary portfolio solutions for eligible investors.
Portfolio Management Services
Discretionary or non-discretionary portfolio solutions for eligible investors.
PMS offerings may suit investors seeking a more customised equity or multi-asset portfolio than ordinary pooled products. We explain mandate style, minimum investment requirements, fee structure, concentration risk and reporting expectations before a client considers any provider.
- Mandate and strategy comparison
- Risk, concentration and fee discussion
- Suitability check for eligible investors
- Periodic performance and allocation review
Regulatory & Investor Awareness
Pyrramid Wealth Distributors is registered with the Association of Mutual Funds in India (AMFI) as a Mutual Fund Distributor under ARN No. 171787. Registered Office: 308-309, Raghuvir Symphony Shoppers, Bhimrad Canal Road, Apcha Nagar, Althan, Surat – 395017. Correspondence Office: 308-309, Raghuvir Symphony Shoppers, Bhimrad Canal Road, Apcha Nagar, Althan, Surat – 395017. Website: https://pyrramid.in. Contact No.: +91 9558052565. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not necessarily a guide to future performance. There is no assurance or guarantee of returns. Each investor should evaluate suitability, risk profile, investment objective, time horizon and liquidity requirement before investing.