Portfolio Management Services (PMS)

At Shivay Asset, we offer discretionary Portfolio Management Services (PMS) designed for high-net-worth individuals seeking actively managed, personalized investment portfolios. Unlike mutual funds, PMS provides direct ownership of securities, greater transparency, and bespoke asset allocation aligned with your unique risk profile and financial goals.

Our expert team leverages in-depth research, proprietary models, and disciplined risk management to construct and rebalance portfolios of equity, debt, and alternative assets. With a minimum investment threshold and a dedicated relationship manager, you receive institutional-grade service and full control over your investments. Our approach is built on transparency, flexibility, and a commitment to delivering consistent, risk-adjusted returns.

Shivay Asset Portfolio Management Services

AMFI Registered Mutual Fund Distributor | ARN NO: 265057