Nivottam
Personalized Wealth Management Solutions
At Nivottam, we offer Portfolio Management Services (PMS) designed to meet the unique financial needs of high-net-worth individuals and discerning investors. With over two decades of expertise in wealth management, Nivottam provides personalized investment strategies to help you achieve your financial goals.
What is PMS?
Portfolio Management Services (PMS) is a professional service where we manage your investments on your behalf. This service is ideal for those looking for customized portfolio management, which goes beyond mutual funds or other standardized investment products.
Key Features of Nivottam PMS
Customized Portfolios
Every portfolio is constructed based on your specific needs, whether it's wealth creation, capital preservation, or generating a steady income.
Active Management
We continuously monitor and adjust your portfolio to capitalize on market opportunities and minimize risks.
Tax-Efficient Strategies
Our experts ensure your portfolio is optimized for tax efficiency, maximizing your after-tax returns.
Diverse Asset Allocation
We invest across a wide range of asset classes, including equity, debt, and alternative investments.
We provide solutions to grow business
Mutual Fund
Mutual Funds are professionally managed investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.
Portfolio Management Service
PMS offers customized investment solutions tailored to individual financial goals and risk profiles. Unlike mutual funds, PMS clients own individual securities in their portfolio, allowing for greater flexibility and control.
Unlisted Stocks
Unlisted stocks refer to shares of companies that are not listed on public stock exchanges. These are typically early-stage or private companies.
AIF
AIFs are privately pooled investment vehicles that invest in alternative assets, such as private equity, real estate, hedge funds, or venture capital.
Corporate Fixed Deposit
Corporate Fixed Deposits are fixed-term investment products offered by corporations, providing higher interest rates than traditional bank fixed deposits.
MLD
MLDs are structured debt instruments where the returns are linked to the performance of an underlying market index, such as equity indices, interest rates, or commodities.
We provide the solutions to grow busines.
With over 20 years of experience in wealth management and portfolio management services (PMS), our company is dedicated to helping individuals and businesses navigate the complexities of financial growth. Our expertise spans across a wide range of asset classes, providing tailored solutions that align with your financial goals and risk appetite.
Market Research
Dedicated Account Manager
Supportive Team
Leadership Engagement
Why Choose Us
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Companies analyzed
02.
Year of Trust
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03.
Projects Released
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Strategies planned
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Why Choose Us
01.
Companies analyzed
50+
02.
Year of Trust
20+
03.
Projects Released
10K
04.
Strategies planned
100+
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