Your Wealth, Our Expertise

At Finora Wealth, we believe that wealth creation isn’t just about investing—it’s about strategic financial planning tailored to your unique needs. Our Portfolio Management Services (PMS) offer a highly customized approach to investing, designed for high-net-worth individuals (HNIs), business owners, professionals, and seasoned investors who seek expert-driven, actively managed portfolios.

With data-backed strategies, AI-powered insights, and personalized financial planning, we help you optimize your investments for maximum growth, tax efficiency, and risk management.

Why Finora? Because we go beyond conventional investing—we engineer wealth strategies that work for you.

What are Portfolio Management Services (PMS)?

Portfolio Management Services (PMS) is a personalized investment management service where a professional portfolio manager handles your investments based on your financial goals, risk appetite, and market conditions. Unlike mutual funds, PMS offers customized investment strategies, direct ownership of stocks, and active portfolio rebalancing.

How Does PMS Work?

1️ Investor Profile Assessment – We understand your risk tolerance, investment goals, and time horizon.
2️ Customized Portfolio Creation – Our experts build a tailor-made portfolio based on asset allocation strategies.
3️ Active Portfolio Management – We monitor market trends and optimize your investments for better returns.
4️ Performance Tracking & Reporting – Get real-time insights, reports, and updates on your portfolio performance.
5️ Regular Reviews & Adjustments – Your portfolio is rebalanced to adapt to market changes and investment goals.

Why Choose Finora’s PMS?

🔹 Tailor-Made Investment Strategies

Unlike one-size-fits-all investments, we craft custom portfolios based on your financial profile, risk tolerance, and future goals.

🔹 Direct Stock Ownership & Transparency

Unlike mutual funds, where investors hold units, PMS investors own the underlying stocks directly—providing greater transparency and control.

🔹 Active Risk Management

We employ quantitative risk models, diversification techniques, and hedging strategies to protect your wealth while maximizing gains.

🔹 AI-Powered Market Insights

Our advanced AI algorithms analyze market trends and investment patterns to optimize your portfolio for superior returns.

🔹 Tax-Efficient Investing

We strategically plan your investments to minimize capital gains tax, dividend tax, and other liabilities, ensuring higher post-tax returns.

Types of Portfolio Management Services We Offer

At Finora Wealth, we offer different PMS strategies to match diverse investor profiles:

1️ Discretionary PMS (Full-Control, Expert-Managed)

✔ Best for busy professionals & HNIs who want expert-driven, actively managed portfolios.
✔ The portfolio manager makes investment decisions on your behalf.
✔ Strategies include value investing, growth investing, sector rotation, and momentum trading.

2️ Non-Discretionary PMS (You Decide, We Advise)

✔ Suitable for investors who prefer some level of control over their investments.
✔ The portfolio manager provides investment recommendations, but final decisions rest with you.

3️ Thematic & Customized PMS (Sector-Specific & Personalized)

✔ Tailored portfolios based on specific themes like technology, ESG, emerging markets, or global equities.
✔ Ideal for investors seeking niche, high-growth opportunities in specific sectors.

Services Offered Under PMS

Equity Portfolio Management

✔ Invest in a curated selection of high-performing stocks with growth potential.
✔ Regular market tracking and adjustments to optimize returns.

Debt & Fixed-Income Portfolio Management

✔ For low-risk investors, we build portfolios with bonds, debentures, and fixed-income securities.
✔ Ensures stable returns with minimal volatility.

Global Investment Strategies

✔ Access to international markets, stocks, and ETFs to diversify risk and maximize opportunities.
✔ Portfolio allocation in US stocks, European markets, and emerging economies.

Real Estate-Backed Investment Portfolios

✔ Asset-backed investment strategies for long-term wealth preservation and rental income.
✔ Ideal for investors looking for real estate-linked returns.

Alternative Investment PMS (AIFs, Private Equity, REITs)

✔ Exposure to hedge funds, venture capital, private equity, and REITs for wealth diversification.
✔ Suitable for sophisticated investors looking beyond traditional stocks and bonds.

How to Get Started with PMS?

Starting your PMS journey with Finora Wealth is seamless and efficient:

1️ Schedule a Consultation – Speak to our expert advisors to assess your financial goals.
2️ Risk Profiling & Investment Strategy – We analyze your risk appetite and recommend a customized investment plan.
 3️Account Setup & KYC – Complete SEBI-mandated KYC verification and account formalities.
4 Portfolio Creation & Investment Execution – Our experts craft and deploy your investment portfolio.

5️ Regular Monitoring & Optimization – Get real-time insights and periodic portfolio reviews.

Ready to invest smartly? Let’s get started today!