Kaushalya Financial Services

Kaushalya Financial Servicesalong with his advisory partners provides a unique opportunity.PMS meant to be acore buy and hold Portfolio by investor who aim to capitalize on the wealthcreation opportunity in the Indian economy through equity investing PMS provides and unique opportunity to diversify a single PMS investment among 5different Equity and Mutual Funds Strategies- all through a single account helping the investor to prudently allocate their investment in these strategies proportionately depending their requirements and risk profile. With this the investor gets the freedom to choose their preferred basket to stocks. All strategies are uniquely modelled around various cap and fundamental characteristics of growth and quality. Each portfolio comprises a flexible and judicious mix of companies to have the right kind of stability to sail through tough time as well as has the right force to outperform in the long term.

Portfolio management services are meant for high-net-worth individuals or institutions who want a personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution to achieve unique investment objectives. This ensures best selection of investment opportunity within an asset class and active monitoring for optimized results. Investors are provided with an all-time access to track their portfolios. Our PMS offerings range across two asset classes – Equity and Debt, with multiple options for each asset class.

1.To diversify PMS investment between 2 or morestrategies.

2. Strong Risk Management &Research Framework.

3. Stable return across market cycles.

4. SIP & TOP UP options available.

1. Principal of Growth in Value.

2. 360-degree deductive reasoning framework.

3. Seeking Linear consistent growth.

4. Risk managers mindset.

To know our PMS equity strategiesplease visit personallyat our office or investor may schedule an appointment through home page.