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Overview

Whether you want to grow your wealth or generate an income, investment portfolio management & alternate investment expertise can help realise your goals. Wealth management is a growing business, attracting new Wealth Techs, neobanks, and a renewed focus from universal banks.

Differentiate your investment with unique ideas, with different themes of PMS & Alternate investments.

PMS & AIF is tailor-made customized professional investment service where qualified and experienced portfolio managers backed by a research team manage portfolios on behalf of clients instead of clients managing themselves.

PMS & AIF are regulated by Securities and Exchange Board of India (SEBI).

Benifits

  • Experienced fund managers
  • Strong and active risk management
  • Diversified portfolio management to reduce risk
  • Active and regular monthly review
  • Quality stock selection

Disclaimer

Benchmark Investments only acts only as a mediator between clients and the company inviting/accepting PMS we do not run our own PMS & AIF

The information provided on this website is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy.

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The contents herein mentioned are solely for informational and educational purpose only.

Please consult your CA / Tax expert for taxation before investing.

The contents herein above shall not be considered as an invitation or persuasion to trade or invest. We accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.

The value of investments can fall as well as rise. You may get back less than what you originally invested.

Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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