Professionally managed, custom‑built portfolios for wealth creation and capital preservation.
At JAFS, we offer discretionary Portfolio Management Services (PMS) designed for high‑net‑worth individuals seeking actively managed, personalized investment portfolios. Unlike mutual funds, PMS provides direct ownership of securities, greater transparency, and bespoke asset allocation aligned with your unique risk profile and financial goals.
Our expert team leverages in‑depth research, proprietary models, and disciplined risk management to construct and rebalance portfolios of equity, debt, and alternative assets. With a dedicated relationship manager, you receive institutional‑grade service and full control over your investments. Our approach is built on transparency, flexibility, and a commitment to delivering consistent, risk‑adjusted returns.
Expert portfolio management with complete transparency, flexibility, and a focus on your long‑term goals.
Every PMS portfolio is built from scratch based on your risk tolerance, return expectations, liquidity needs, and investment horizon – no one‑size‑fits‑all.
Choose between discretionary (we manage everything) or non‑discretionary (you approve every trade) – we adapt to your comfort level.
Clear, upfront fee structure – only on assets under management – and detailed quarterly reports showing every holding, trade, and performance metric.
Portfolios designed for specific goals (retirement, legacy, education) with built‑in tax‑loss harvesting and asset location to minimise capital gains tax.
Choose between fully managed or advisor‑guided PMS strategies based on your level of involvement and decision‑making preference.
Build a diversified portfolio across equities, fixed income, commodities, and alternative investments to optimise risk‑adjusted returns.
Enjoy a dedicated relationship manager and full visibility into every investment decision, holding statement, and performance report.
Optimise your portfolio for capital gains tax efficiency while staying aligned with your short‑ and long‑term financial goals.