Unlock Your Financial Potential with PMSwala

Crafting Tailored Investment Strategies for Discerning Investors

5,00,00,000+

Current
AUM

5+

Years of Portfolio
Management

20+

Products under
our Portfoliio

Upto24%

Return on
Investment

Welcome to PMS Wala - Your Premier Destination for Portfolio Management Services

"Empowering individuals to realize optimal returns and reach their financial aspirations through strategic investment plans"

Established in May 2022,At PMS Wala, we believe that every investor's journey is different. Hence, we bring to you customized portfolio management services catering to your explicit financial goals and risk appetite. Our mission is to deliver superior investment solutions to help you grow your wealth and secure your financial future.

  • People
  • Philosophy
  • Performance
  • Portfolio
  • Price


Why Choose PMS Wala for Your Investment Needs?

Expert Portfolio Management: Our experienced team brings years of market experience and deep knowledge to your portfolio. We leverage advanced strategies and deep insights to assist in optimizing your investment.
Customized Investment Strategies: We adhere to a customized approach. Our investment strategies will be formulated based on your financial goals. Whether that means aggressive growth or stable income, we will have all your needs met.
Proven Track Record: With a record of strong performance, we are dedicated to delivering results such as those you expect or better.
Our Portfolio Management Services
Equity PMS: Use our equity portfolio service in unleashing the true potential of investing in stocks. We apply our focus on finding the highest growth opportunities possible to help maximize your return while controlling associated risks.
Debt PMS: Our debt management service offers a safe and reliable way to tap stable and unfaltering returns for investors in need of stability.
Hybrid PMS: Enjoy even and steady growth with our hybrid investment solutions, which are a good cocktail of benefits accruable from both equity and debt investments in a diversified portfolio.
Get Started on Your Investment Journey with PMS Wala
Take control of your tomorrow.
Contact us for personal consultation to understand how expert portfolio management services can help you meet your financial objectives.

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Our Products

Distribution

Upto 20%
  • Mutual Funds
  • IPOs
  • FDs
  • Bonds
  • EFT & Insurance

Strategic Investment

Upto 22%
  • Startup Investments
  • Farmland Investments

Other Services

Upto 24%
  • Financing Clearing
  • Institutional Broking
  • Research & Depository
  • NRI & FPI Services
  • Agro Trading

Why PMSwala

We offer India’s safest stack of investments

TRACK YOUR INVESTMENT'S PROGRESS

Everything you need to track your Pmswala investments is available

HIGH QUALITY, CONSISTENT RETURNS

Achieving returns ranging from 16% to 24% within individual portfolios.

YOUR PERSONAL WEALTH MANAGER

A dedicated relationship manager will help you make better financial decisions and grow your money.

FOCUSED PORTFOLIO

We tailor a portfolio using our customized products for individuals, considering factors such as their income, budget, age, and risk tolerance.

DIVERSE PORTFOLIO

We furnish a personalized agreement for individuals regarding the management of their investment portfolio.

INDIVIDUAL INVESTMENT PLAN

Individuals can realize their financial objectives through our diverse portfolio investment

Our Journey

rupee
CAPITAL MANAGEMENT

35Cr+ / $3970617+

rupee
ROI

16-24%

rupee
OUR TEAM

50+

rupee
YEARS EXPERT PROFICIENCY

15+

rupee
CUSTOMER SUCCESS

98%

rupee
PRODUCT

20+

rupee
CUSTOMERS

1000+

rupee
REPEAT CUSTOMERS

65%

Fund Usage

The objective of the strategy is to secure long term gains from the investments in the combinations of large and mid size companies which are compliant. It Includes investments in the industries in following sectors.

Mines Oil & Gas

Capital Goods & Industrials

Hospitality

Invoice Discounting

Automotive

Manufacturing

Real Estate

Healthcare

Retail

Construction

Certificates