Portfolio Management Services
- PMS 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.
Alternative Investment Funds
- 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.
Dedicated Relationship Manager
24*7 Whatsapp Support
Detailed Reports
On call discussion with our team
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.
- Client focus - Investment strategies as per Client Risk Profiling & time horizon
- Value Investing & Margin of safety
- Skin in the Game
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What our Clients say about our team
Transcript based on the video’s captions, lightly edited for readability.
Client testimonial. On screen: Mr. Vicky Gogia, Auto Parts Manufacturer.
“Hi, this is Vicky Gogia. I’m in the business of manufacturing automobile components, and I’ve always been fond of investing in liquid assets. I’ve worked with many big names among investment companies. At PA Wealth, it’s Paras and Abhishek. One of my CAs referred me to them, and the best part is that they never try to sell me any product.
The first time I met them, they involved me in the conversation. As I’m a moderate risk-taker, they designed my profile accordingly, and they were very realistic about the returns mutual funds generate. They diversified my portfolio very well.
I would say it is one of the best investment firms in Ludhiana. They are always there — they take a decision and give me the service that’s required. The team is so efficient, and I wish them all the success. Good luck to Paras and Abhishek for all their future endeavours. Thank you very much.”
The speaker talks in Hindi. This is an English translation of the video’s captions.
Client testimonial. On screen: Mr. Amit Bansal, Horizons Institute, Ludhiana.
“I called about some work at 7:30, and within half an hour they got back to me: ‘Sir, I’ve lined it up, it will be done tomorrow.’ If I need a certificate or anything else, everything is downloadable from there — and the best part is that everyone can understand it.
It’s a joy to see the growth when I open my portfolio. Really amazing services from the advisors, and honest investment advisory. I would say thank you for the support.”
[Applause]
Transcript based on the video’s captions, lightly edited for readability.
Client testimonial. On screen: Dr. Nancy Gupta.
“Hi, I’m Dr. Nancy Gupta, a homeopathic doctor from Ludhiana, Punjab. I have been practising for the last 16 years, and my expertise is gynaecology and paediatric cases.
My association with Mr. Abhishek Chawla, Director of PA Wealth Advisors, has been more than six years. My investment experience with him has been trustworthy and amazing. Timely, valuable advice and transparency in his services have always maintained my confidence, which is helping my portfolio achieve my financial goals.
He has always impressed me and my family with his global understanding and his expertise in mutual funds and equities. The journey to date has been impeccable. So what are you waiting for? He is the best in this field.”
Transcript based on the video’s captions, lightly edited for readability.
Client testimonial. On screen: Mr. Kushal Bhatia, Bhatia International. The video is mostly music; the spoken part is short.
“…I just want to say a big thanks to PA Wealth Advisory, Mr. Abhishek and Paras. [I’ve been with them for] I think the last five years.”
[Music]
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)
Frequently Asked Questions
Portfolio Management Services (PMS) are professional investment solutions where experienced managers handle equity portfolios on behalf of investors to achieve financial goals. Alternative Investment Funds (AIFs) are privately pooled investment vehicles that differ from traditional investments and often cater to HNIs or institutions seeking diversification.
PMS and AIF services typically suit high-net-worth individuals, institutions, and investors seeking customized strategies beyond mutual funds. These services usually require larger investment amounts and provide tailored portfolio management aligned with long-term goals.
To choose the best stock advisory service, check the advisor’s experience, research process, client reviews, transparency, and regulatory compliance. A trusted advisory firm provides clear strategies and consistent support. https://pawealth.in/equities-pms-aif-world-investment-services/ SEO FAQs for Equities, PMS & AIF Page 1. What are PMS and AIF investment services? Portfolio Management Services (PMS) are professional investment solutions where experienced managers handle equity portfolios on behalf of investors to achieve financial goals. Alternative Investment Funds (AIFs) are privately pooled investment vehicles that differ from traditional investments and often cater to HNIs or institutions seeking diversification. 2. Who should invest in PMS or AIF strategies? PMS and AIF services typically suit high-net-worth individuals, institutions, and investors seeking customized strategies beyond mutual funds. These services usually require larger investment amounts and provide tailored portfolio management aligned with long-term goals. 3. What are the benefits of PMS and AIF investments? These investment solutions offer personalized portfolio management, professional research, and diversified strategies. Additionally, they provide access to alternative asset classes and sophisticated investment approaches that may generate higher returns and better risk management.
Yes. PMS providers operate under SEBI Portfolio Managers Regulations, while AIFs function under SEBI’s Alternative Investment Fund regulations. These frameworks ensure transparency, compliance, and investor protection
5. How do PMS and AIF differ from mutual funds? Mutual funds pool money from many investors with standardized strategies, whereas PMS offers customized portfolios and direct ownership of securities. AIFs invest in alternative assets such as private equity or real estate and typically target sophisticated investors.