OUR SERVICES

Maitra Portfolio

Maitra Wealth Portfolio Management Services deliver professional investment strategies tailored to your financial goals. We combine expert insights and personalized approaches to help you maximize returns, minimize risks, and secure your financial future.

Whether you’re planning retirement or seeking wealth growth, our dedicated team crafts investment solutions that align with your unique financial objectives. Partner with Maitra Wealth to transform your investment vision into a strategic, achievable journey.

Why Choose Maitra Stock Broking PMS?

Peace of Mind

  • We aim to minimize exposure to troubled sectors or stocks, focusing on companies with stable financials. Our approach avoids significant risk from highly cyclical or leveraged companies.

Focus on Long-term Growth

  • We emphasize quality investments by identifying companies with consistent growth potential. Our investment strategy revolves around structural themes and stocks that hold value over multiple years.

Stability During Volatility

  • We strive to ensure performance stability during uncertain market conditions, avoiding drastic fluctuations or prolonged imbalances.

Balanced Risk and Returns

  • Our approach is designed to deliver consistent, risk-adjusted returns over the long term, aligning with the goals of investors.

How it works :

Investment Scope

  • Public Equity Markets.
  • Sector-Flexible Strategy.
  • Strategic Sector Positioning

Research Methodology

  • Proprietary In-House Analysis
  • Exclusive Unpublished Insights
  • Comprehensive Research Framework

Capital Gains & IT Reports

  • Professional Research Network
  • Expert Fund Manager Consultations
  • Diversified Idea Sourcing

Continuous Monitoring

  • Proactive Investment Reviews
  • Strategic Investment Committee Oversight
  • Dynamic Portfolio Management

Operational Excellence

  • Specialized Research Team
  • Robust Back-Office Infrastructure
  • Seamless Transaction Support

Investment Strategies Spanning:

- Large Cap
- Multi Cap
- Mid Cap
- Small Cap Segments

Strategic Investment Options:

- Concentrated Portfolios
- Diversified Approaches
- Thematic Investment Funds
- Sector-Focused Strategies

Management Styles:

- Discretionary Management
- Non-Discretionary Options
- Active Investment Approach
- Passive Investment Strategies

Maitra Wealth provides direct portfolio management services with transparent onboarding, ensuring investors have comprehensive control and flexibility in their investment journey.

FAQ

You can invest in our PMS online by logging into your account with Maitra Wealth. If you prefer an offline process, you can fill out the PMS account opening form and submit it to us for assistance.

As per regulatory guidelines, the minimum investment required to open a PMS account with Maitra Wealth is INR 50 Lacs, either in cash or securities worth INR 50 Lacs.

In **Discretionary PMS (DPMS)**, Maitra Wealth independently manages your funds and securities according to your investment objectives, making decisions on your behalf. In **Non-Discretionary PMS (NDPMS)**, you provide specific directions for managing your funds, and Maitra Wealth follows these instructions.

As a Maitra Wealth PMS client, you benefit from personalized investment strategies, a dedicated relationship manager, regular portfolio reviews, bespoke financial advice, and access to exclusive investment opportunities tailored to your goals.

To open a PMS account, you should meet the minimum investment requirement of INR 50 Lacs in cash or securities. For more details, please contact our team.

Opening a PMS account with Maitra Wealth is simple. You can start by filling out the online form on our website or get in touch with our team at support@maitrawealth.com. Alternatively, you can reach us at [Customer Support Number] between 09:00 AM and 06:00 PM (Mon to Fri) for assistance.

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