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PORTFOLIO MANAGEMENT SERVICE (PMS)

Your Wealth, Managed with Care

Welcome aboard! We're excited to help you manage your investments and potentially grow your wealth.

Capital Requirements:

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For more detail click here

Investment Process

5,600 Stocks

190-200 Stocks

20-25 Stocks

BSE & NSE - 5,600 listed companies

Qualitative filters: Apply Filters (e.g., High ROCE, Positive Operating cashflows, Low net debt to equity

Research for Growth Prospects, Management Quality, Price Filters, Industry Exposure

Portfolio Management:

Please choose the best way to place your orders

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Investment Growth:

  1. Our goal is to grow your investment gradually over the years, aiming for significant returns (potentially 100%) by 4th year.

  2. All buying and selling decisions will be based on our thorough technical and fundamental analysis.

 

Fee Structure:

Our fees are based on your investment amount:

  1. Below ₹25 Lakhs: Refer our Super Premium Membership 

  2. ₹25 Lakhs to ₹50 Lakhs: 10% on realized capital gains and Dividends

  3. ₹50 Lakhs to ₹75 Lakhs : 9% on realized capital gains and Dividends

  4. Above ₹75 Lakhs: 8% on realized capital gains and Dividends

Please note: The first year will focus on buying and won't generate immediate gains.

 

Exit Fees:

To achieve the best results, we recommend a commitment of at least 3 years. This allows us to implement a long-term investment strategy with the potential for higher returns.

If you choose to terminate the service before 3 years, an exit fee will apply:

  1. Year 1 : 0.50% of your total investment

  2. Year 2: 0.40% of your total investment

  3. Year 3: 0.30% of your total investment

 

Understanding Risk:

Equity investments are impacted by market movements and carry inherent risk. This means your investment value could go down during unforeseen events.

 

FunTech cannot guarantee specific returns or protect your investments against losses. However, we will use our best expertise and research to manage your portfolio effectively.

 

Thank you for your trust in FunTech. We look forward to managing your portfolio and helping you achieve your financial goals.

"Join us now and take the first step towards achieving your financial goals with confidence!"

Frequently Asked Questions

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