NETWORTH PMS will help you achieve your objective of preserving and growing capital by conducting a thorough analysis of your investment needs, returns expected and risk taking ability. Our focus is to craft a basket of Stocks, Bonds, and Mutual Funds through strong research and corporate interface, keeping in mind your risk-profile in specific relation with the ever-changing marketing dynamic.

Investment Philosophy

We focus on a Bottom – Up approach to stock picking. The stock selection process starts with fundamental analysis of companies and includes management meeting and plant visits to get a first hand feel of the company, rather than depending solely on quantitative analysis. The investment process is fairly rigorous and includes qualitative as well as quantitative criteria and builds upon the decade long experience of Networth in Indian equity markets.
Who is it for?

Our offering is ideal for high net-worth customers -

• Who are investing in Indian equities

• Who desire to create wealth over longer period

• Who appreciate a high level of personalized service

Benefits of being with Networth PMS

Portfolio Management with a difference Every investor, whether individual or corporate, has unique needs based on their objectives and risk profiles. We recognize the difference and design tailored investment advice to achieve specific investment objectives.

• Professional Management- We offer professional management of your equity portfolio with an aim to deliver consistent returns while controlling risk.

• Continuous Monitoring- We recognize that portfolios need to be constantly monitored and periodically churned to optimize the results.

• Risk Control- The portfolios are managed through a strong research driven investment process with complete transparency and highest standards of service.

• Transparency- You will get regular account statements and performance reports on a monthly basis/ That's not all; web-enabled access ensure that you are just a click away from all information relating to your investment.

• Hassle Free Operation- Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reporting on the performance and other aspects of your portfolio.

• Dedicated Relationship Manager- Our Relationship Managers specialize in providing personal investment management services to achieve your investment objective.