Investors have the option to access discretionary services by appointing Care PMS as their portfolio manager. Care PMS will handle both the identification and execution of investments on behalf of clients. Clients can engage in these services by signing a Discretionary PMS service agreement and granting Power of Attorney to Care PMS.

We specialize in managing equity portfolios, exclusively dedicated to investing client funds in publicly listed companies in India. Our approach is grounded in fundamental analysis, meticulously selecting companies for investment with a minimum time horizon of 5 years or more. Unlike mutual funds where you own units, with our Portfolio Management Services (PMS), you directly own equities, ensuring a more direct and personalized investment experience.

Investors facing compliance restrictions due to their occupation can benefit from the Non-Discretionary PMS services provided by Care PMS. Under this arrangement, Care PMS will seek prior consent from the client before making any new investment decisions. Clients can engage in these services by signing a Non-Discretionary PMS service agreement and granting Power of Attorney to Care PMS. This service is ideal for individuals who are employees of audit/law firms, directors and so on, who face investment restrictions due to their professional positions.