Portfolio Management Services (PMS)

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.

JAFS Portfolio Management Services
Your Wealth Partner

How JAFS Helps You with PMS

Expert portfolio management with complete transparency, flexibility, and a focus on your long‑term goals.

Customized Portfolio Strategies

Every PMS portfolio is built from scratch based on your risk tolerance, return expectations, liquidity needs, and investment horizon – no one‑size‑fits‑all.

Flexible Decision‑Making Models

Choose between discretionary (we manage everything) or non‑discretionary (you approve every trade) – we adapt to your comfort level.

Total Transparency

Clear, upfront fee structure – only on assets under management – and detailed quarterly reports showing every holding, trade, and performance metric.

Goal‑Aligned & Tax‑Efficient

Portfolios designed for specific goals (retirement, legacy, education) with built‑in tax‑loss harvesting and asset location to minimise capital gains tax.

Portfolio Management Services

How We Manage Your Wealth – Key Insights

Choose between fully managed or advisor‑guided PMS strategies based on your level of involvement and decision‑making preference.

  • Discretionary: Full authority to our investment team for swift execution of strategies.
  • Non‑discretionary: You retain final approval on all trades, while we provide advice.
  • Seamless switch between models as your investment philosophy evolves.

AMFI Registered Mutual Fund Distributor & PMS Distributor | ARN-152771 | APRN04955