At House of PMS, our services are designed around one principle: clarity before capital deployment. We do not merely execute transactions; we build structured wealth strategies and ensure disciplined implementation across market cycles.
Client Desk (Wealth Management Desk)
The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation. Access to the Client Desk is given to every client through a highly secured, unique login ID and password.
The information inside the desk is updated daily, and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated and informed anytime, anywhere - through online access or a mobile application.
NJ Recommended MF Portfolio
Every investor aims to maximize returns while minimizing risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise. Managing this at an individual level can be challenging due to operational constraints and behavioral biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.
NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profile and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.
NJ E-Wealth Account
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
We offer easy transaction facilities and unique services for mutual fund and other transactions through our NJ E-Wealth Account, as given below.
- Fresh Purchase /Additional Purchase / Redemptions / Switch Transactions
- SIP and STP registration
- NFO – Purchase, Switch and SIP Registration
- Equity Stock SIP registration
- Equity and Debt IPOs Application
- Comprehensive reports
What's more, we offer multiple modes of doing transactions as listed below...
- Mobile: Transact through application on your mobile
- Online Desk: Transact through online Trading Account Desk
- Phone: Call and transact through your phone
- Offline: Transact through physical instructions
It was a humorously perilous business for both of us. For, before we proceed further, it must be said that the monkey-rope was fast at both ends; fast to Queequeg's broad canvas belt, and fast.
Portfolio Advisory & Strategy
Every investor’s journey is different. We begin with understanding your goals, risk appetite, time horizon, liquidity needs, and existing holdings before recommending any structure.
Our advisory services include:
Our advisory services include:
- Asset allocation strategy
- Portfolio construction across MF, PMS, AIF, SIF and global products
- Risk alignment and drawdown management
- Periodic portfolio review and rebalancing
- Performance tracking and rationalisation
Family Wealth Consolidation
Managing multiple investments across platforms, folios, and family members often leads to fragmentation and lack of visibility.
We help clients:
We help clients:
- Consolidate portfolios across family members
- Track overall asset allocation
- Monitor performance across various investments
- Maintain organised documentation
- Create structured long-term wealth roadmaps
Investment Execution & Ongoing Support
While strategy comes first, execution matters equally. We ensure seamless implementation across:
- Mutual Funds
- PMS
- AIF & SIF
- Equity & ETFs
- Insurance
NRI & Global Investment Advisory
For NRIs and global families, investing across borders can be complex. We provide clarity around:
- Gift City opportunities
- Global diversification
- Currency exposure management
- Repatriation considerations
- Portfolio alignment between India and overseas assets
Ongoing Portfolio Monitoring
Markets change. Strategies evolve. Discipline must remain.
We provide:
We provide:
- Periodic portfolio reviews
- Strategy updates
- Tactical adjustments when required
- Behavioural guidance during volatile phases
How We Work
- Understand your objectives
- Design a suitable allocation framework
- Implement with discipline
- Review, refine and rebalance