More than 2000+
PMS or Portfolio Management Service is a professional service. Here, curation and management of portfolios are done backed by qualified and experienced portfolio managers.
With every age, comes a financial goal that you dream of achieving:
With 20+ years of experience in Portfolio Management services, we strategize & manage portfolios with sustainable risk-adjusted returns. We carefully weigh your portfolio against the potential risks in the market.
Want to see the blueprint of your financial goals? Let’s work on it
Simple, We follow a 3 step process:
Gratitude is what we feel when we receive such appreciation from our financial planning clients:
A very professional team. I have been associated with the Fincart team for the last few years and have been extremely happy. They helped me in migrating from a conventional investment approach to a market-oriented approach. “Financial goals are difficult to achieve”, this was my perception before Fincart, but this process was simplified with Fincart.
Fincart Financial planners helped me streamline my investment in a manner that now I don’t have to worry about the goal I will reach different stages of life. The team of financial planners is professional and they try to understand the requirements. Once they understand, they design a portfolio basis the requirements identified during initial discussions and align the money.
Fincart has been providing financial advice to me for the last 2.5 years and I am extremely happy with its performance. They come up with a highly personalized financial plan depending on the individuals' preferences and execute that plan. They are extremely knowledgeable about the market, keep an eye on its ups and downs and switch funds accordingly.
