PMS is designed for investors who seek professionally managed, separately identifiable portfolios and are comfortable with the higher investment threshold and market-linked risks associated with concentrated or strategy-specific portfolios.
Familyshield Wealth Private Limited is an APMI Registered PMS Distributor — APRN-09573. We facilitate access to selected PMS offerings and help investors understand product documents, strategy characteristics, fees, risks and transaction requirements.
Understand discretionary and non-discretionary PMS structures and their portfolio management approach.
The registered portfolio manager takes investment decisions and manages the portfolio within the agreed investment approach, mandate and client documentation.
Investment decisions are taken with the client’s participation or consent in accordance with the terms agreed with the portfolio manager.
Depending on the strategy, investments may span equity, debt, derivatives and other permitted asset classes within prescribed limits.
Familyshield Wealth Private Limited is a professionally managed Mutual Fund Distribution, PMS, AIF, Family Office, Gift City, Loans and Estate Planning focused firm with a clear emphasis on disciplined investing, long-term wealth creation, retirement solutions and legacy-oriented financial structuring.
F 11, Krishna Complex, Raiya Telephone Exchange Circle, 150 Feet Ring Road, Rajkot-360007 Gujarat India
