Portfolio Management Services
Portfolio Management Services (PMS) offer professional, customized management of your investments. It is designed for investors who wish to build wealth through expert-led, research-backed strategies. At MDG Financial Services, we connect you with reputed PMS providers who align their investment approach with your goals and risk profile.
Key Features
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Professional Management: Portfolios are handled by experienced fund managers who actively analyze markets and make informed investment decisions.
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Tailored Strategies: Every portfolio is personalized to match your financial objectives, time horizon, and risk appetite.
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Transparency: Receive detailed performance reports and real-time access to your portfolio, ensuring complete visibility.
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Diversified Investments: PMS allows investment across equities, debt, ETFs, and other instruments for balanced risk and growth.
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Higher Return Potential: With active and research-driven strategies, PMS aims to deliver superior long-term performance compared to traditional investments.
Why Choose Us ?
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Personalized assessment to select the best PMS as per your goals.
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Smooth onboarding process with full documentation support.
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Regular performance tracking and in-depth portfolio insights.
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Trusted guidance and complete transparency at every step.
Documents Required
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PAN Card and Aadhar Card
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Proof of Address (Utility Bill / Passport / Driving License)
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Bank Account Proof (Cancelled Cheque / Statement)
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Proof of Income (ITR / Form 16)
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Demat and Trading Account Details
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Passport Size Photograph