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Portfolio Management Services (PMS)

We facilitate Portfolio Management Services which deliver bespoke investment strategies that align with your financial objectives and goals.

Customized Investment Strategies

Tailored plans designed to match your unique financial aspirations and risk profile.

Active Monitoring & Rebalancing

Continuous tracking of market conditions with timely portfolio adjustments to optimize performance.

Expert Management

Both clients had good credit scores, but they were Experienced portfolio managers conduct in-depth research and analysis, ensuring precise investment management.

Transparent Reporting

Receive regular, detailed performance reports that keep you fully informed about your portfolio’s progress.

Diversification & Risk Management

Benefit from a diversified mix across asset classes, sectors, and geographies to effectively mitigate risks and cushion against market volatility.

Direct Equity & Research Services

Unlock exclusive investment insights and comprehensive direct equity solutions tailored for high net worth individuals.

Exclusive Investment Insights

Gain access to personalized research and direct equity strategies designed to maximize your wealth.

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Our Philosophy

Our client-first philosophy is at the heart of everything we do. We are dedicated to your long-term wealth creation, ensuring that every decision and strategy is aligned with your unique financial goals.

What We Offer

Comprehensive Trading Solutions:

Enjoy both online and offline trading options that facilitate efficient and rapid trade execution.

Demat & Research Services:

Leverage robust Demat support alongside comprehensive research tools to enhance your investment decisions.

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Rigorous Stock Selection

Our bottom-up approach to stock selection is grounded in robust research methodologies. We continuously generate and refine investment ideas, closely monitoring industry trends to identify optimal opportunities and maintain portfolio performance.

Loan Comparison

Provide a brief overview of the loan comparison service and its benefits. Explain how it helps borrowers make informed decisions and find the most suitable loan options for their needs. Emphasize that users can customize their search criteria, such as loan type, loan amount range,

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Why Choose Our Direct Equity Services?

Expert Leadership

Our team is led by top business minds who embody our core values of client centricity, integrity, and trust.

Specialized Expertise

With extensive experience managing high net worth portfolios, we provide ultra-personalized services crafted from the ground up.

Always Accessible

Our relationship managers are consistently available to guide your investment decisions and help safeguard your wealth.

Secure Digital Platform

We prioritize your data security by proactively monitoring the cybersecurity landscape and partnering with trusted technology experts to ensure a safe and secure investment environment.

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Smart Tax Planning

Enhance your tax strategy with Finamics Capital. Our expert guidance helps you invest in the most tax-efficient way, ensuring you keep more of your hard-earned money while growing your wealth.

Invest Now and Save Big on Taxes!

Let your money work harder for you through top-tier tax-saving investment schemes designed to maximize your returns.

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Tax-Saving Investment Options

Tax-Free Dividends

Earn dividends that remain completely tax-free. This means you keep more of your income, helping you build significant savings over time.

Equity Linked Savings Schemes (ELSS)

Benefit from attractive tax advantages under Section 80C of the Income Tax Act with ELSS mutual funds. These funds can help you save up to ₹1.5 lakh annually while potentially boosting your overall returns.

Capitalize on Long-Term Capital Gains

Invest in equities for the long term to reduce your tax liabilities. The dividends earned serve as a bonus that is entirely tax-free, enhancing your overall investment gains.

Secure Health Insurance

Purchasing health insurance not only protects your well-being but also offers tax deductions under Section 80D, as the premiums paid are fully tax-deductible.

Term Life Insurance Policies

Opt for term life insurance to enjoy tax benefits under Section 80C of the Income Tax Act. These policies can save you up to ₹1.5 lakh per year, ensuring financial security for your loved ones.