Our Services

Portfolio Management Service

Portfolio Management Services

by Nirmaan Associates

At Nirmaan Associates, we understand that wealth creation and preservation require strategic planning, continuous monitoring, and deep market insights. Our Portfolio Management Services (PMS) are designed to cater to individuals and institutions seeking personalized investment solutions backed by research-driven strategies and expert advisory.

What is Portfolio Management?

Portfolio Management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Whether you're a high-net-worth individual or a corporate investor, we aim to optimize your portfolio with maximum returns at acceptable levels of risk.

Our Approach

We follow a client-centric, goal-driven approach that ensures every investment decision aligns with your financial objectives, time horizon, and risk appetite.

🔹 Personalized Strategy

Every investor is unique. Our experts assess your financial situation, future goals, and risk tolerance to craft a tailored investment strategy.

🔹 Active Monitoring & Rebalancing

Market conditions change, and so should your portfolio. We continuously monitor your investments and rebalance them when necessary to maintain optimal performance.

🔹 Transparent Reporting

Our clients receive timely, easy-to-understand reports that outline portfolio performance, returns, and updates. Transparency and accountability are central to our services.

🔹 Expert Research

Our in-house research team leverages data analytics, market trends, and macroeconomic indicators to make informed decisions that minimize risk and maximize returns.

Why Choose Nirmaan Associates for PMS?

✅ Experienced Advisors – A team of seasoned professionals with years of financial market expertise.
✅ Customized Solutions – Strategies built around your goals, whether it's wealth accumulation, retirement, or legacy planning.
✅ Technology-Driven – Real-time monitoring and insights powered by robust digital platforms.
✅ Regulatory Compliant – Fully compliant with SEBI guidelines and best ethical practices.

Types of Portfolio Management We Offer

• Discretionary Portfolio Management – We make investment decisions on your behalf, ensuring professional oversight and swift execution.

• Non-Discretionary Portfolio Management – You stay in control, while we offer advisory and insights for you to make informed choices.

• Advisory Services – Ideal for self-directed investors who want expert opinions and market analysis.