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Portfolio management service

Success in the stock market is not based on chance but on taking calculated risks. Capital First can help you succeed in the stock market by reducing the uncertainties. The Portfolio Management Service consists of personalised advice, portfolio management,  timely revision and continuous monitoring of your stocks. So enjoy hassle-free stock market dealing when you sign up for our services.

Features And Benefits

Key Features

Personalized Advice
Experienced Fund Managers give you sound investment advice and strategies that help you invest smartly. You get the best fund managers in the industry who craft customised stock portfolios that work wonders. With PMS products distributed by Capital First you get:

  • More choice in terms of portfolios to suit individual client needs and risk appetite
  • Ability to structure products that meet specific investment objectives
  • Choice of alternate investment products that were traditionally available to the very wealthy

Professional Management
PMS products distributed by Capital First combine the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities. The Portfolio Managers take care of all the administrative aspects of your portfolio with a monthly or semi annual reporting on the overall status of the portfolio and performance.

Continuous Monitoring

The expert Fund Managers and research team keep a constant watch on your money. The team of experts in these fund houses know exactly how your money is performing through continuous monitoring. You, as a customer are always informed through:

  • Communications that include relevant information on major market events
  • Quarterly or semi-annual performance updates


Hassle Free Operation

As a PMS customer you get hassle-free operations. With total portfolio transparency, in-depth market information for better decision making and direct access to the portfolio management team, PMS brings high service standards.

Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country.

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