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Portfolio Management Services

 

Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth.

Portfolio Management Service is the Portfolio Management division of Birla Sun Life Asset Company Ltd that helps you manage your wealth. This is a personalized tailor made service for High Net Worth individuals like you. We provide professional solutions customised to meet your financial goals.
 

Making investment easy yet rewarding for High Net-worth Individuals like you.

  •   Our Heritage

    Birla Sun Life Asset Management Company - The power behind Portfolio Management Services

     
    Portfolio Management Service is a division of Birla Sun Life Asset Management Company, investment managers for Birla Sun Life Mutual Fund.
     
    Established in 1994, Birla Sun Life Asset Management Company (BSLAMC) is a joint venture between Aditya Birla Group, a well known Indian conglomerate and Sun Life Financial Inc, leading international financial services organization from Canada.
     
    Birla Sun Life Mutual Fund has proved its expertise in both equity & debt fund management. Its equity schemes have consistently beaten their benchmarks and created wealth in the long-term for investors.

  •   Our Business

    This division of Birla Sun Life Asset Management Company is exclusively for select investors like you, offering you customised investment solutions built on

    (a) in-depth research
    (b) innovative products and services and
    (c) the highest levels of experience and expertise. 
     

    After fully understanding your particular needs, the portfolio manager will put together an optimal portfolio for you taking into account your financial goals, time horizon, risk appetite and investment outlook. Using a research-based strategy, he helps you invest in strong businesses, with quality management and good records, yet trading at reasonable prices.

  •   Our Investment Philosophy

    Our investment philosophy is designed to seek consistent, long-term results by adopting a research-based, methodical approach to investing.
     
    Our aim is to have investment excellence within the framework of transparent and rigorous risk control.
     
    Our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs.​ 

  •   Our People

    Mr. Vinayak – Fund Manager – Fixed Income
     
    He has overall experience of more than 10 years in Financial Markets. Prior to this assignment he was the part of BlackRock Inc., where he was responsible for trading and investing in asset backed securities.
     
    Earlier he was associated with Lehman Brothers and Capital One. He has done his MBA in Finance from University of Chicago.
     
    Vishal Gajwani – Portfolio Manager – PMS Investment
     
    Vishal has an overall experience of more than 6 years in Equity Markets. Prior to this assignment he was the part of Reliance Portfolio Management Services (a part of Reliance Capital Asset Management Ltd), where he was responsible for managing portfolios.
     
    He is a Gold Medalist Chartered Accountant (ICAI, India) and holds a Masters degree in Commerce from M. S. University of Baroda. Mr. Vishal Gajwani has also completed CFA from the CFA Institute (The Global Association of Investment Professionals), USA.

Toll Free:1-800-270-7000
(MTNL/BSNL):1-800-22-7000

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Disclaimer

The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.

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