Portfolio Management Services in Udaipur| Maroo Capital

Q: What is the minimum investment required for PMS?

The compulsory minimum investment set by SEBI for PMS is ₹50 lakhs. This amount can be invested either entirely in cash or through a combination of securities and cash, making it ideal for high-net-worth individuals looking for customized, professional portfolio management.

Q: Can I monitor my PMS portfolio online?

Yes, you can monitor your PMS portfolio in real time through the MO RIISE app. It allows you to view performance, allocation, statements, and receive expert insights, providing full transparency and control over your investment.

Q: Is PMS safer than direct stock investment?

PMS offers a more structured and research-backed investment strategy compared to self-managed stock investments. With professional fund managers, diversified portfolios, and disciplined rebalancing, PMS helps manage risk effectively, making it a safer choice for long-term investors.

Q: Can I ever get out of my PMS investment?

Yes, PMS investments are not locked in. You can exit anytime, although a 3–5 year horizon is recommended to achieve optimal returns. Maroo Capital ensures a smooth exit process aligned with your financial goals.

Q: Will I get reports and performance updates?

Yes, Maroo Capital provides detailed monthly and quarterly reports, including transaction statements. Real-time analytics and insights are also available through the MO RIISE app to keep you updated on your portfolio's performance.

Q: Can I customize my PMS portfolio?

Yes, PMS portfolios can be customized. With Non-Discretionary and Advisory models, you can select specific securities. Even in Discretionary PMS, strategies are tailored based on your risk profile to ensure alignment with your investment goals.

Portfolio Management Services in Udaipur – Personalised, Profitable & Professional

Maximise your wealth with a portfolio management service in Udaipur as per your financial goals. At Maroo Capital, we specialise in delivering expert portfolio management services for all unique financial goals. Motilal Oswal backs us, we combine a professional investment strategy with the convenient MO RIISE app. Portfolio management services in Udaipur will help you build, monitor and grow your portfolio effectively in one place.

Enjoy active portfolio monitoring, tax rebalancing, and customised investment strategies with us. Our Best PMS expert in Udaipur holds 30+ years of market experience and deep knowledge of investment. Whether you are an HNI, NRI, or a serious investor looking for long-term wealth creation, our portfolio management service in Udaipur is perfect for you.

We offer consistent returns, strategic diversification, and tax-effective planning for you. Choose us for a smarter, more structured path to achieve financial growth in Udaipur. Your wealth deserves a well-maintained management for long-term growth.

Maroo Capital PMS Services in Udaipur

At Maroo Capital, we provide a wide range of SEBI-regulated portfolio management services. Whether you are a first-time investor or want to manage your diverse portfolio, you can choose our PMS services in Udaipur.

Discretionary PMS

Under the Discretionary portfolio management service, we offer a complete managed investment solution. Our expert fund manager will completely take control of your portfolio from stock selection to asset allocation to rebalancing. Our expert will conduct a deep analysis of market trends, company fundamentals, and other factors to construct your portfolio as per your financial goals. It is ideal for investors who prefer professional expertise without day-to-day involvement.

Non-Discretionary PMS

Under Non-Discretionary Portfolio Management service, we provide professional investment advice where complete control of decision-making remains with you. A team of experts will provide detailed research, suggestions, and investment strategies to you, and you will make a final call. Our expert will analyse market trends, market insights and structure an investment framework to help you make an informed choice. It is ideal for the investor who wants to control their portfolio decision on their own.

Advisory PMS

Under advisory portfolio management service, we provide a perfect balance between professional guidance and investor autonomy. A team of experts will provide you with detailed advice, portfolio restrictions, and market updates, and you retain full discretion over implementation. Our team of experts carefully construct model portfolios, regular market updates and actionable investment advice for investors. It is ideal for self-directed investors who value expert advice but prefer executing trades independently.

Why We Offer the Best PMS in Udaipur

Maroo Capital is a leading provider of financial services. Over the last 30 years, we have been committed to excellence and backed up by the expertise of Motilal Oswal, which makes us a top choice for portfolio management services in Udaipur. Here is the reason why we offer the best PMS-

• Personalise Strategies: We understand that every investor requires unique and personalised strategies. We craft strategies to match your specific goal, risk tolerance, and time horizon.
• Research-backed Decision: We are partnered with Motilal Oswal and provide Motilal Oswal's award-winning research and module to our clients. We can deliver consistent performance for you.
• MO RIISE app Access: With us, you will get access to the MO RIISE app where you can track or manage your diverse portfolio 24/7. We provide real-time data, performance analysis, and insight through an easy app.
• Dedicated Manager: We provide a dedicated manager to each client. Get personalised support, regular portfolio review, and active advice from our expert dedicated manager.
• Transparent Reporting: We believe in transparent reporting. You will get a clear, detailed performance report as well as the rebalancing strategies for complete peace of mind.

PMS Solutions in Udaipur for High-Value Investment Portfolios

At Maroo Capital, we provide PMS solutions in Udaipur for high-value investment portfolios. Our Intelligent Advisory Portfolio Udaipur is designed for investors who want personalised and expert management for their wide range of investments. With deep expertise and a partnership with Motilal Oswal, we can manage your investment across dynamic asset classes. You can easily manage your portfolio with us on the MO RIISE app.

Key Features of our PMS Solutions

• Personalised Portfolio Construction
• Active and Passive Management
• Diversification
• Continuous Monitoring and Rebalancing
• Local and Global Expertise

Who should choose PMS?

• Individuals with investable surplus usually above ₹ 50 lakh.
• HNIS and NRIS are looking for individual portfolio strategies.
• Investors who want hand-free portfolio management by experts.
• Customers who want long-term capital appreciation over traditional instruments.
• Individuals interested in transparent, performance-linked investments.

The asset class we manage

• Equity-Large-Cap, Mid-Cap, Multi-Cap Strategies
• Fixed Income: Bonds and debt for fixed income stability
• Hybrid model - balanced risk for equity and loan
• Thematic & Sectoral Portfolios - Custom to trends and industries
• Tax-skilled investment for wealth conservation and development

How Our Portfolio Management Process Works

At Maroo Capital, our portfolio management process is based on a structured approach. We follow a disciplined and transparent portfolio management process for all investors. Here is how our portfolio management process works:

• Understand your financial objectives: Through the first consultation, we will understand your financial objectives.
• Portfolio Customisation: According to your profile study, we provide a customised portfolio that aligns with your goals.
• Research-Driven Investment Selection: Get a research-driven investment selection from our experts for better returns.
• Active Monitoring and Rebalancing: Your portfolio is continuously tracked. Get active monitoring and rebalancing.
• Transparent Reporting: We provide transparent reporting through real-time performance analysis and statements via the app.
• Dedicated Support: Stay updated with your dedicated relationship manager or support team for ongoing assistance.

FAQS – Portfolio Management Services in Udaipur

What is the minimum investment required for PMS?

The compulsory minimum investment by SEBI for PMS is 50 lakhs. This amount can be invested at once or through a combination of securities and cash, making it suitable for high-net-worth individuals seeking customised and professional portfolio management.

Can I monitor my PMS portfolio online?

Yes, with access to the MO RIISE app, you can track portfolio performance in real time, review property allocation, look at statements, and access expert insights- anytime. We ensure complete transparency and control over your investment.

Is PMS safer than direct stock investment?

The PMS provides a more structured and research-supported approach than the self-managed stock investment. With specialist fund managers, diverse portfolios and regular rebellion, your risk is managed professionally, making it a safe option for long-term investors.

Can I ever get out of my PMS investment?

Yes, PMS investment is not a lock-in. However, it is advisable to invest for at least 3-5 years to realise meaningful returns. Maroo Capital ensures a smooth process with minimal disruption to your financial plan.

Will I get reports and performance updates?

Yes. Maroo Capital provides monthly and quarterly display reports with detailed transaction statements. Through the MO RIISE app, you also get real-time analytics and insights into the health of your portfolio.

Can I customize my PMS portfolio?

Yes. With Non-Discretionary and Advisory PMS models, you have the flexibility to decide which securities go into your portfolio. Even in the discretionary PMS, your risk profile guides adaptation to the most suitable strategy for you.