PMS – DhanTarang Fintech Pvt Ltd

PMS

For High Net Worth Individuals (HNI) customers, a Premium PMS (Portfolio Management Service) product could offer bespoke investment solutions tailored to their unique financial goals and risk tolerance. This might include a dedicated investment manager, access to exclusive investment opportunities, and a highly personalized approach to wealth management. The Minimum Ticket Size for PMS is 50 Lacs.

Other Key features includes:

Customized Investment Strategies: Tailored portfolios designed to meet specific financial objectives, whether that's wealth preservation, growth, or income generation.
Tax Optimization: Strategies to minimize tax liabilities, ensuring more of the client's wealth is preserved and grows over time.
Regular Reporting and Updates: Detailed insights into portfolio performance, along with regular meetings with the investment manager to discuss any changes in financial goals or market conditions.
Risk Management: Proactive strategies to protect the portfolio from market volatility, ensuring that the client's wealth is safeguarded against unforeseen market downturns.

This kind of product would not only aim to grow our client’s wealth but also provide peace of mind through professional management and personalized service.

DhanTarang Fintech Pvt Ltd

AMFI registered Mutual fund Distributor

ARN - 343986

Date of initial registration: 27/10/2025

Current validity: 26/10/2028

APRN Code - APRN07740 (Date of Enrolment - 26/11/2025)

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not charge any fee to our clients.