PMS
End Your Research, Pick Tradeswift : Introducing Tradeswift’s Portfolio Management Service
In today's complex and ever-evolving financial landscape, navigating diverse opportunities while mitigating risk can be a daunting task. At Tradeswift, we understand the unique challenges facing individual investors, and that's why we offer a sophisticated and professionalized solution:
Our Portfolio Management Service (PMS).
Our PMS is designed to be your trusted partner in achieving your financial goals, whether it's building wealth for retirement or generating regular income. We combine deep market expertise, rigorous research, investment strategies that maximize your returns while minimizing risks.
What sets our PMS apart?
• Experienced Investment Team: Our team comprises seasoned professionals with proven track records in portfolio management, research, and risk analysis. We leverage extensive knowledge of asset classes, market trends, and economic dynamics to identify high-potential opportunities for your portfolio.
• Proactive Portfolio Management: Our commitment goes beyond asset allocation. We actively monitor your portfolio, making adjustments as market conditions evolve and seizing strategic opportunities to optimize your returns.
• Transparent Communication: We believe in keeping you informed and empowered. You'll receive regular reports detailing portfolio performance. Open communication is key to building trust and ensuring you're comfortable every step of the way.
• Advanced Technology: We leverage cutting-edge technology platforms to ensure efficient portfolio management, risk monitoring, and secure access to your investments.
Invest smarter, not harder. Trust Tradeswift's PMS to navigate the intricacies of the financial markets and unlock your full investment potential.
Contact us today to schedule a consultation and embark on a journey towards a secure and prosperous financial future.
Investment Philosophy
The PMS will employ a fundamental-cum-technical research-driven investment approach, focusing on identifying companies with strong fundamentals, sustainable competitive advantages, and attractive growth prospects and also using technical analysis for making entry and exit decisions.
The portfolio will be constructed with a focus on diversification across market capitalization, sectors, investment styles, and any other listed instruments (e.g. like Debts, Bonds, ETFs, InvITs, REITs, etc.)
TERMS OF INVESTMENT
• Taxes as applicable.
• Other charges at actuals.
• Minimum Capital Investment Rs. 50 Lakhs.
• We follow the High-Water Mark principle.
• Investors have the option to be on-boarded directly for our Portfolio Management Services, without intermediation of persons engaged in distribution services.
• Premature exit loads: 2%, 1.5%, 1% of NAV, if exited before 12, 24 & 36 months respectively.
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