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PORTFOLIO MANAGEMENT SERVICE

Wellworth Share & Stock Broking Ltd, a SEBI Registered Portfolio Manager (REG NO: INP000005768) offers Discretionary Portfolio Management Services. WSSBL PMS is headed by an Investment Professional having experience of over 20 years in the Indian Capital Market.

INVESTMENT OBJECTIVE

To create Wealth with a Long Term Perspective by constructing a Diversified Equity Portfolio essentially focusing on Mid/ Small Cap Companies for superior long term returns with part stability from Large Cap companies.

STRATEGY

We offer a distinct portfolio strategy under our PMS;
WW Voyage Fund: The aim will be to build a portfolio, which represents a cross-section of the strong growth companies in the prevailing market. In order to reduce the volatility risk, the fund will diversify the investments across major industries and economic sectors.

MINIMUM INVESTMENT

The Minimum corpus requirement for investment purpose is Rs.25 Lakhs

RISK FACTORS

Investments in Securities are subject to market and other risks

For Disclosure Document, Please Click Here

For Further Contact, Please Click Here

For FAQ’s, Please Click Here.

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