PORTFOLIO MANAGEMENT SERVICES

The fundamental objective of portfolio management is to help select best investment options as per one's income, age, time horizon and risk appetite.

Financial markets are not easy to understand and investing in markets require market knowledge, proper research, experience, regular monitoring etc. and it is a time consuming process for an Investor. The Investor just needs to give money to the portfolio manager and he will invest on behalf of the investor. Portfolio Management Services are offered to high net worth Individuals who wish to opt for personalized management of their finances. This provides ease to the investors and generates good returns in the long run. In PMS, experienced professionals do research and analyze the securities for the investor. The term portfolio means the basket of asset classes such as equity, debt, commodities, cash, etc. Portfolio management is managing appropriate combination of securities to generate optimum return and reducing risk through proper diversification.

"Passion, knowledge and a genuine interest in achiving the best for clients is what makes a truly professional financial adviser. Mr. Sagar Sancheti has this and more. His dedication to clients and the way of explaining critical things in a simple and laymans language makes him different from others. I would highly recommend him to anyone wanting to secure future and achieve better financial outcome as well as security."

- Prashant Shinde, Lawyer

"Overwhelmed with the services and financial guidance from your side. Your knowledge has helped me to grow my wealth and enjoy the benefits."

- Hemant bayad, Health Counsellor

"Have known Mr. Sagar Sancheti for more than 15 years. He is one of the most committed person I have ever met. He has assisted my family with numerous mediclaim application and approvals and is always responsive at a single call. No wonder he is the best insurance management person in Pune"

- Dr.Mayur Kardile, Orthopedic Spine Surgeon

"Sagar has been my financial assistant since 15 years. All my insurance policies and investments are under his guidance. I am very fortunate to have him guide my investments. Above all he is a very good friend. I wish him all the best for his future endeavours"

- Naresh Patre

"Sagar has been my insurance and mediclaim consultant since over 8 years now. Apart from being a thorough gentleman, he is accurate in his knowledge and trustworthy in terms of information he provides. I can trust him whole heartedly. He has always advised me and my family about the most relevant updates from time to time accurately. We feel safe with him. His follow ups on premium payments are perfect. Never faltered. I am completely satisfied with his services and I wish him all the best. "

- Jaikumar Suchak

"Explains everything in simple and clear language so that it is easy to understand. Very good and prompt service"

- Dr.Kumbhare Jayshri, (Govt Service)