Of Consistent Performance
Absolute Returns
of Trust
Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.
Our PMS strategies provide investment opportunities to create wealth by generating returns and achieving long-term financial objectives.
As a custodian of your funds, we apply robust and efficient risk management policies which help in reducing portfolio volatility and increasing risk-adjusted returns.
Our investment strategies have consistently performed better than indices and other peer PMS schemes and have provided returns of more than 18%+ CAGR over a period of more than ten years.
CAGR (Since Inception)
PMS Growth | Nifty200 |
---|---|
17.90% | 10.23% |
Disclaimer: *performance as of 31.12.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
CAGR (Since Inception)
PMS Value | Nifty500 |
---|---|
18.69% | 13.87% |
Disclaimer: *performance as of 31.12.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
CAGR (Since Inception)
PMS Edge | Nifty500 |
---|---|
18.29% | 14.78% |
Disclaimer: *performance as of 31.12.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
With a complete array of services across all verticals in finance, Bonanza Portfolio Management Services offers you the perfect blend of financial services to help break down your financial goals and work on achieving them.
With our capable and trustworthy team of Portfolio Management Services, you can experience proficiency and quality in the services offered.
Bonanza provides its customers with the flexibility to choose from a gamut of portfolio management strategies as per their risk appetite.
As an investor, you have access to all your investments through online login, a mobile application, and a customer service manager dedicated to you. Your funds and stocks are safe with the custodian and stocks are always in your DP account opened with the custodian.
Portfolio Management Service (PMS) is a tailor-made professional service offered to cater the investment objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth.
We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.
As a part of our service offering and, in an endeavor, to provide complete transparency of the dealings in the client’s PMS account, the following reports are emailed to the clients to their registered email id mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.
You can open a PMS account with us if you are:
Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund manager’s portfolio.
The PMS is open to all Indian nationals, residents, or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guidelines in order to invest in the PMS scheme.
Your consulation will be at our cost and you have no obligation to work with us afterwards.