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| user: iis apppool\cms1 | host: TEST-IIS | ps: 5.1.14393.3053 | pid: 9336
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<! doctype html> <html lang="en"> <head> <title>SoâHum WealtH</title> <meta charset="UTF-8"> <meta name="description" content="Financial Planning, Tax Planning, Wealth Management"> <meta name="keywords" content="Mutual Funds, Life Insurance, General Insurance"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <!-- favicon link --> <link rel="icon" href="images/favi.png" type="image/png"/> <!-- CSS link --> <link rel="stylesheet" href="css/bootstrap.min.css"> <link rel="stylesheet" href="css/style.css"> <link rel="stylesheet" href="css/custom.css"> <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css"> <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/owl-carousel/1.3.3/owl.carousel.min.css"> <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/owl-carousel/1.3.3/owl.theme.min.css"> <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/owl-carousel/1.3.3/owl.transitions.css"> </head> <body> <div class="wrapper"> <!-- topbar start here --> <div class="top-bar"> <div class="container"> <div class="row"> <div class="col-md-3 col-sm-6 col-xs-hidden social-details"> <ul> <li><a href="https://www.facebook.com/sohamwhealth/" target="_blank"><i class="fa fa-facebook"></i></a></li> <li><a href=""><i class="fa fa-twitter"></i></a></li> <li><a href="https://www.linkedin.com/authwall?trk=gf&trkInfo=AQErbSCEuB6F0gAAAWrTzFHAfHxgiNwdccpb6Y6_rrpOTKnMpicB4100LGti9KYqfVxyRjWYwY2fPFyixTSo0747kwNbWcSfnQY55lkY2bgclcUprhCgU06cOAdixk2E1pl_KTI=&originalReferer=&sessionRedirect=https%3A%2F%2Fwww.linkedin.com%2Fin%2FMahendra-B-Ashtekar" target="_blank"><i class="fa fa-linkedin"></i></a></li> </ul> </div> <div class="col-md-1 col-sm-hidden col-xs-hidden"></div> <div class="col-md-8 col-sm-6 col-xs-12 contact-details"> <ul> <li><a href=""><i class="fa fa-phone"></i> +91 9325507125</a></li> <li><a href="mailto:mail@sohumwealth.com"><i class="fa fa-envelope-o"></i>mail@sohumwealth.com</a></li> <li><a href="login.html"><i class="fa fa-user"></i> Login</a></li> </ul> </div> </div> </div> </div> <!-- topbar end here --> <!-- header start here --> <div class="header" id="navbar"> <div class="container"> <div class="row"> <div class="col-md-3 logo"> <a href="index.html"><img src="images/logo.png"></a> </div> <div class="col-md-9 menu-bar"> <nav class="navbar navbar-expand-lg navbar-ligh"> <button class="navbar-toggler" type="button" data-toggle="collapse" data-target="#navbarTogglerDemo03" aria-controls="navbarTogglerDemo03" aria-expanded="false" aria-label="Toggle navigation"> <span class="navbar-toggler-icon"></span> </button> <div class="collapse navbar-collapse" id="navbarTogglerDemo03"> <ul class="navbar-nav mr-auto mt-2 mt-lg-0"> <li class="nav-item"> <a class="nav-link" href="index.html">Home</a> </li> <li class="nav-item"> <a class="nav-link" href="about.html">About Us</a> </li> <li class="nav-item dropdown"> <a class="nav-link dropdown-toggle" data-toggle="dropdown" href="#">Services</a> <ul class="dropdown-menu"> <li><a class="dropdown-item" href="investment.html">Investment Portfolio</a></li> <li><a class="dropdown-item" href="insurance.html">Insurance Portfolio</a></li> <li><a class="dropdown-item" href="tax.html">Tax Fundamentals</a></li> <li><a class="dropdown-item" href="estate.html">Estate Planning</a></li> </ul> </li> <li class="nav-item dropdown"> <a class="nav-link dropdown-toggle" data-toggle="dropdown" href="#">Products</a> <ul class="dropdown-menu"> <li><a class="dropdown-item" href="funds.html">Mutual Funds</a></li> <li><a class="dropdown-item" href="ins.html">Life Insurance</a></li> <li><a class="dropdown-item" href="loan.html">Loans</a></li> <li><a class="dropdown-item" href="equity.html">Unlisted Equity</a></li> <li><a class="dropdown-item" href="pms.html">PMS</a></li> <li><a class="dropdown-item" href="product.html">Structured Product</a></li> <li><a class="dropdown-item" href="aif.html">AIF</a></li> </ul> </li> <li class="nav-item"> <a class="nav-link" href="calculator.html">Calculators</a> </li> <li class="nav-item"> <a class="nav-link" href="gallery.html">Gallery</a> </li> <li class="nav-item dropdown"> <a class="nav-link dropdown-toggle" data-toggle="dropdown" href="#">Resources</a> <ul class="dropdown-menu"> <li class="dropdown-submenu"><a class="dropdown-item" href="#">Downloads <i class="fa fa-caret-right"></i> </a> <ul class="dropdown-menu"> <li><a href="https://prudentconnect.com/applicationform" target="_blank">Common Application Form </a></li> <li><a href="https://prudentconnect.com/fmpapplicationform" target="_blank">FMP Application Form</a></li> <li><a href="https://prudentconnect.com/nfoapplicationform" target="_blank">NFO Application Form</a></li> <li><a href="https://prudentconnect.com/fdapplicationform" target="_blank">FD Application Form</a></li> <li><a href="https://prudentconnect.com/kycform" target="_blank">KYC Form</a></li> <li><a href="https://prudentconnect.com/incometaxform" target="_blank">Income Tax Forms</a></li> <li><a href="https://prudentconnect.com/mfmultiplebankregform" target="_blank">MF Multiple Bank Registration Form</a></li> <li><a href="https://prudentconnect.com/fatkaandotherform" target="_blank">FATCA & Other Declaration Forms</a></li> <li><a href="https://prudentconnect.com/transactionslips" target="_blank">Transaction Slips</a></li> </ul> </li> <li><a class="dropdown-item" href="video.html">Educational Videos</a></li> </ul> </li> <li class="nav-item"> <a class="nav-link" href="contact.html">Contact Us</a> </li> </ul> </div> </nav> </div> </div> </div> </div> <!-- header end here --> <!-- services start here --> <section> <div class="container"> <div class="row"> <div class="title"> <h2>Portfolio Management Service (PMS)</h2> </div> </div> <div class="row serv-banner"> <img src="images/pms.jpg"/> <div class="service-details"> <p><b>Portfolio Management Service (PMS) is a tailor made professional service offered to cater the investments objective of different investor classes. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of investments to create wealth. </b></p> <p>PMS offers various customized portfolios depending on investors risk appetite and returns expectation. They offer discretionary as well as non-discretionary portfolios. In discretionary portfolio, fund manager takes investment decision on behalf of the investor & in case of nondiscretionary portfolio; fund manager suggests investment ideas and takes approval from investors before investing. In India majority of Portfolio Managers offer Discretionary Services.</p> <h5>Features of PMS</h5> <ul> <li><i class="fa fa-check-circle-o"></i><b>Professional Management :</b> PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.</li> <li><i class="fa fa-check-circle-o"></i><b>Risk Control :</b> Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. Further, professional management ensures disciplined portfolio construction, monitoring and the risk management processes.</li> <li><i class="fa fa-check-circle-o"></i><b>Transparency :</b> Most of the PMS houses provide account statements and performance reports on a monthly basis along with web access to track all information relating to investments made ensuring enhanced transparency.</li> <li><i class="fa fa-check-circle-o"></i><b>Personalized Approach :</b> In PMS, investor gain direct personalized access to the professional money managers who actively manage their portfolios. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc with the fund management team.</li> </ul> <h5>Benefits of PMS</h5> <ul> <li><i class="fa fa-check-circle-o"></i>Stock selection is based on high level of investment expertise and research.</li> <li><i class="fa fa-check-circle-o"></i>PMS normally has a concentrated portfolio of 15-20 stocks.</li> <li><i class="fa fa-check-circle-o"></i>A concentrated portfolio increases the potential of higher returns.</li> <li><i class="fa fa-check-circle-o"></i>Clients receive regular reporting and personal service</li> <li><i class="fa fa-check-circle-o"></i>PMS are transparent in terms of expenses they charge</li> </ul> </div> </div> </div> </section> <!-- services end here --> <!-- Footer start here --> <footer> <div class="container"> <div class="row footer-details"> <div class="col-md-3 col-sm-6 col-xs-12 footer-one"> <h4>About Us</h4> <p>At SoâHum WealtH we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clientsâ lives safe, secured and wealthy from inception.</p> </div> <div class="col-md-3 col-sm-6 col-xs-12 footer-one"> <h4>Products</h4> <ul class="pro"> <li><a href="funds.html">Mutual Funds</a></li> <li><a href="ins.html">Life Insurance</a></li> <li><a href="loan.html">Loans</a></li> <li><a href="equity.html">Unlisted Equity</a></li> <li><a href="pms.html">PMS</a></li> <li><a href="product.html">Structured Product</a></li> <li><a href="aif.html">AIF</a></li> </ul> </div> <div class="col-md-3 col-sm-6 col-xs-12 footer-one"> <h4>Contact Us</h4> <ul class="footer-contact"> <li><i class="fa fa-map-marker"></i>Prosperity hub, 1st floor, saileela premises,above rahul electronics, opp. moksh plaza, S.V.road, Borivali (w), Mumbai 400092</li> <li><i class="fa fa-phone"></i>+91 9325 507125</li> <li><i class="fa fa-envelope-o"></i><a href="mailto:mail@sohumwealth.com">mail@sohumwealth.com</a></li> </ul> </div> <div class="col-md-3 col-sm-6 col-xs-12 footer-one"> <h4>Location</h4> <iframe src="https://www.google.com/maps/embed?pb=!1m14!1m12!1m3!1d3767.2949070766726!2d72.85293431531449!3d19.225975052236336!2m3!1f0!2f0!3f0!3m2!1i1024!2i768!4f13.1!5e0!3m2!1sen!2sin!4v1551763318596" width="100%" height="200" frameborder="0" style="border:0" allowfullscreen></iframe> </div> </div> </div> <div class="copyright"> <div class="container"> <div class="row"> <div class="col-md-7 col-sm-7 colxs-12 copyright-left"> <p>Copyrights © 2019 All Rights Reserved. Powered by <a href="index.html">SoâHum WealtH</a></p> </div> <div class="col-md-5 col-sm-5 colxs-12 copyright-right"> <p>© 2019 Designed and Develope By <img src="images/pru_it.png"/></p> </div> </div> </div> </div> </footer> <!-- Footer end here --> </div> <!-- Js Link --> <script src="https://ajax.googleapis.com/ajax/libs/jquery/1.12.4/jquery.min.js"></script> <script src="js/bootstrap.min.js"></script> <!-- sticky header js --> <script> window.onscroll = function() {myFunction()}; var navbar = document.getElementById("navbar"); var sticky = navbar.offsetTop; function myFunction() { if (window.pageYOffset >= sticky) { navbar.classList.add("sticky") } else { navbar.classList.remove("sticky"); } } </script> <!-- Banner slider js --> <script> $('#myCarousel').carousel({ interval: 3000, }) </script> <!-- image slider js --> <script> $('#blogCarousel').carousel({ interval: 5000 }); </script> <!-- Testimonials js --> <script type="text/javascript" src="https://code.jquery.com/jquery-1.12.0.min.js"></script> <script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/owl-carousel/1.3.3/owl.carousel.min.js"></script> <script> $(document).ready(function(){ $("#testimonial-slider").owlCarousel({ items:1, itemsDesktop:[1000,1], itemsDesktopSmall:[979,1], itemsTablet:[768,1], pagination:true, transitionStyle:"backSlide", autoPlay:true }); }); </script> </body> </html>
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