Established in May 2022,
At PMS Wala, we are dedicated to offering Portfolio Management Services that are in accordance with your needs in relation to objectives. Our vision and mission statements explain the effectiveness of the commitment to excellence and customer service we pledge, to allow us to provide the best investment solutions meant to secure and grow your wealth.
We are determined to answer your needs and conjure investment solutions tailor-made according to your set goals.
Meet Our Team
This is a team of sharp and experienced investment professionals who bring a pool of knowledge and skills to the table. We work interactively with you in offering customized investment strategies that are in line with your financial goals.
Our Core Values
Integrity: In all our dealings, we uphold the best ethical standards to ensure that everything is open and trustworthy.
Excellence: Excellence is the hallmark of every pentad company's offering, either in terms of the firm's investment strategy or clients' service.
Client-Centric Approach: Your financial goals are our priority. We focus on delivering solutions that are individual per your needs.
Find out how partnering with PMS Wala offers you a solution developed from a philosophy of trust, expertise, and passion for achieving the best results for customers. Learn about the services that are offered here to assist you in reaching your investing goals.
Empower individuals to realize optimal returns and reach their financial aspirations through strategic investment plans, fostering a consistent passive income that combines savings with robust growth.
To lead the industry in curating personalized portfolios, fine-tuning investments, and providing exceptional returns, empowering clients to maximize the potential gains from their investments.
• Registered and commenced operations with a team of two individuals.
• Company grew its team to include 13 experts
• Created a varied portfolio consisting of seven products.
• Managed a portfolio of 20 customers with 1.2 cr/ $142920 capital
• Managing a 10 cr / 1191000$ AMU
• Continual growth in managed assets and portfolio
• Team expanded with 20+ experts to manage portfolios
• Diversified investment offerings to include alternative assets such as real estate and private equity.
• Received industry recognition for excellence in portfolio management and client service.
• We added five new offerings to our product portfolio
• Strategic investment, advisory, distribution, commodity, and currency services
• Our clients, including HNIs, UHNIs, NRIs, and institutions.
PMSwala's team of over 35 experts brings together more than 15 years of proficiency in portfolio management, dedicated to delivering personalized and optimized investment solutions.
PMS Wala's investment strategy is built on a foundation of rigorous analysis and a personalized approach, ensuring that every portfolio is uniquely aligned with our clients' financial objectives.
PMSwala adheres to strict regulatory standards, ensuring transparency and reliability in all our services.
"I initiated my investment journey with pmswala a year ago, following a recommendation from a friend. The remarkable aspect of this experience is that I've achieved a guaranteed profit of up to 21%, a feat I believe other platforms such as FDs, mutual funds, or SIPs couldn't match within the same timeframe. Kudos to the pmswala team for diligently managing my investments."
Restaurant Owner
"The pmswala application provides comprehensive insights into the allocation of your funds and tracks the returns generated on a monthly basis. It serves as an excellent investment platform suitable for managing funds of all sizes."
Private Sector Employee
"The pmswala platform offers a diverse range of over 20 products and is registered with AMFI, ensuring regulatory compliance. The customer application is user-friendly, allowing easy navigation for investment purposes, with clear visibility on where your money is allocated. Simply indicating your risk preference—whether high, moderate, or low—enables their experienced fund managers to generate the desired ROI. With a highly skilled and professional team managing my funds for the past two years, I confidently recommend pmswala to individuals seeking secure investment options."
Businessman
"pmswala is the top choice for safe investments with promising returns. They offer a tailored selection of products, ensuring returns align with individual investment goals, market trends, and investor preferences regarding risk appetite."
Software Employee
"The pmswala platform offers returns ranging from 13% to 22%, depending on the investor's risk tolerance. It's a secure platform that I've been using for a year now, and I've even recommended it to friends and family, who are also seeing benefits."
Businessman
"pmswala is a great platform for maximizing returns. I haven't come across any other PMS platform offering such high returns in my experience. The team at pmswala is highly experienced and capable of managing my funds effectively."
Investor & Businessman
FAQS
If you have any other questions – please get in touch at info@pmswala.com
Investment in PMS is open to a diverse array of investors, including individuals, High Net Worth Individuals (HNIs), corporations, trusts, and institutions, provided they meet the minimum investment requirements established by the portfolio manager, and are aged 18 years or older.
Some potential benefits of investing in PMS include personalized investment strategies, professional management, direct ownership of securities, potential for higher returns, and flexibility in portfolio customization.
Portfolio Management Services (PMS) are investment services offered by financial institutions to manage the investments of individuals and entities.
pmswala stands out from other investment platforms in several ways:
To accommodate small investors, our minimum investment requirement is Rs50,000 / 595.50$. This allows individuals with different financial capacities to participate in our investment portfolios and benefit from our services.
At pmswala, investors allocate funds to a portfolio overseen by our experienced portfolio manager, who executes investment decisions to meet predetermined objectives. The manager builds and administers a varied portfolio comprising stocks, bonds, and other financial assets.
pmswala.com is an accredited online platform that offers Portfolio Management Services (PMS), providing investors with the opportunity to allocate their funds across various portfolios tailored to their preferred risk-return profiles. Our team of dedicated experts, including fund managers, strategically invests investors' funds across a range. Our aim is to generate optimal returns for investors, typically ranging between 13% to 22%.
