A Portfolio Management Service (PMS) is a professional investment portfolio well suited for high net worth institutions and individuals seeking superior returns and higher flexibility with their money. A PMS, managed by a professional money manager and aided by meticulous research, parks funds in fixed income securities, stocks, cash, debt, other individual securities, and structured products. At Tata Capital Wealth, pick from a varied assortment of products and strategies to meet your unique investment objectives.

Alternative Investment Funds (AIFs) privately pool money from sophisticated investors to invest across asset classes. AIFs park funds with complex investment strategies in non-traditional avenues. The investment vehicle presents corporates with the opportunity to invest in real estate, debt securities, start-ups, and listed and unlisted equities. If you want to diversify your portfolio and gain superior returns, this investment avenue suits you. At Tata Capital Wealth, choose from select AIFs and invest through different strategies and investment formats to complement your investment objectives.

If you are looking to preserve your capital while generae\ting consistent income, invest in fixed-term and perpetual bonds and debentures across entities in the manufacturing, banking, and NBFC sectors. Diversify your portfolio by investing in a variety of offerings through primary and secondary markets. At Tata Capital Wealth, leverage first-rate guidance and market intelligence from our dedicated wealth and relationship managers to park funds in fixed coupon instruments.

Corporate Fixed Deposits are low-risk investment avenues offering interest payout at varying frequencies and a fixed interest rate. With Tata Capital Wealth, invest in these conservative investment options from companies with solid credit ratings. Earn a steady rate of return and add more value to your fixed-income portfolio with these fixed term deposits.

Structured products are wealth creation tools that combine asset classes to devise non-traditional investment strategies to complement specific requirements of the investors. With high return potential, these products suit high net-worth investors. At Tata Capital Wealth, you can invest in structured products that can be adjusted to your risk appetite, investment profile, and investment objectives. Enjoy portfolio diversification and protect your capital without lowering returns.