Services
Stocks PMS/AIF
Core Equity Research Team
Providing Customized Equity Portfolios
Long Term Wealth CreationFor investors having time horizon of minimum 3 years
STOCKS
- Our robust research team is here to build quality Stocks portfolios for the investors.
- Decide what amount you want to invest over 3,5 or over 10 years.
- Our team directs the stocks & and allocation to be made along with proper analysis report.
- Long Term portfolios only with guidance till the point of exit
Portfolio Management Service
- PMSÂ or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves.
- Our team will help you choose the best from a wide array of PMS Strategies offered by various AMCs.
- Identify your financial goals with us and we direct the best fit.
Alternate Investment Fund
- Alternative Investment Fund is a special investment category that differs from conventional investment instruments. It is a privately pooled fund. Generally, institutions and HNIs invest in AIFs as substantial investments are required.
- Higher Returns along with lower volatility make AIFs a highly considerable investment category.
Our Investment Philosophy
At PA Wealth, our investment philosophy revolves around meticulous research, risk management, and client-centric strategies, ensuring consistent growth and wealth preservation in ever-evolving financial landscapes.
The Pillars of Our Investment Philosophy
- Huge Wealth Creation is possible only in long term horizon.
- Finding highly advantaged companies with moat
- We follow scuttlebutt approach of investing as a part of research
- Client focus - Investment strategies as per Client Risk Profiling & time horizon
- Value Investing & Margin of safety
- Skin in the Game
Book a ConsultationLeave us a message.
Our team will get in touch with you to clear all your doubts regarding Investments.
What our Clients say about our team
Happy to say that i will be permanent customer to PA.
Injazat Data Systems (Dubai)
Excellent fund management... 24x7 what's app service good returns in midcap space
Vishal Lagad
Honest and very hard working team with clear goal of Achieving Great returns for their clients..
Businessman (Gujarat)
Great advisory service. Glad to be associated with them.
Prebon Yamane India Ltd. (Mumbai)
What they say will do.. guys leave all on them to do keepitup pa- wealth team
Businessman (Gujarat)