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.
Choose between fully managed or advisorâguided PMS strategies based on your level of involvement and decisionâmaking preference.
Build a diversified portfolio across equities, fixed income, commodities, and alternative investments to optimise riskâadjusted returns.
Enjoy a dedicated relationship manager and full visibility into every investment decision, holding statement, and performance report.
Optimise your portfolio for capital gains tax efficiency while staying aligned with your shortâ and longâterm financial goals.