How can I help?
Our Portfolio Management Services are designed for High Net-Worth Individuals (HNIs) seeking a disciplined, professional approach to equity investment. Unlike standardized products, our PMS offers a well-diversified portfolio of high-conviction stocks, managed by experts who navigate market volatility to deliver long-term alpha.
Get a comprehensive overview of our strategies, performance, and fee structure.
A Flexi-Cap, Diversified equity strategy that endeavors to achieve long term capital appreciation and generate returns by investing across market caps and across different listed instruments
A Small-cap and micro-cap focused portfolio to capture early-stage business cycles and re-rating opportunities and focusing on under-owned, under-discovered businesses with scalable business models
The Strategy features as stated herein is only indicative in nature and is subject to change within the provisions of the disclosure document and client agreement
Minimum Investment:
₹50 Lakh (mandated by SEBI).
Eligibility:
Resident individuals, HUFs, partnerships, LLPs, companies and NRIs can invest in PMS.
Instruments:
Note on Risk: Investment in securities involves market and other risks; past performance does not guarantee future results. Please review the disclosure documents carefully before investing.
Charge up to 10% of profits for our flagship strategy. Fee applies only once on a given profit. This aligns our incentives with your success
A standard fixed fee of 1% of your portfolio (0.25% charged each quarter). This option provides cost predictability, regardless of performance.
We design a portfolio using a bouquet of investment approaches to suit your financial goals.
The market’s impact on your portfolio is monitored daily.
We evaluate and take action if your portfolio needs adjustment.
Talk to our PMS specialists today. We’ll guide you through the onboarding process, understand your goals and craft a personalised investment strategy.
Tradeswift invests primarily in long only equities and money market instruments; no exposure to derivatives.
Demat Account:
A dedicated Demat account is opened under a custodian for your PMS investments.
Reporting:
You receive monthly reports, including transaction statements, capital gains statements and portfolio appraisals.
24×7 Access:
A secure portal allows you to view portfolio and performance reports at any time.
Contact & Support:
For back office support or further enquiries, clients may call dedicated helplines or email the PMS operations team.
Direct OnBoarding::
Clients may invest directly without intermediaries by contacting us through email or phone.
Receive personalised updates from your dedicated relationship manager.