Bhavana Investment
With strong promoter expertise and a skilled team, we have grown from a share-trading firm into a diversified financial services company focused on creating wealth for all our customers.
As wealth grows, investors often look for customized, actively managed portfolios that can deliver superior long-term returns. PMS—managed by SEBI-registered professionals—offers exactly that. It is ideal for individuals who want a dedicated manager, data-backed strategies, and complete transparency.
A PMS relationship begins with a formal agreement that clearly outlines your investment strategy, risk profile, financial objectives, and operational guidelines. You can start with ₹25 lakh or more, contributed either in cash or through existing securities.
Your portfolio manager operates the account within the boundaries of the agreement:
Discretionary PMS: Portfolio manager takes investment decisions on your behalf and executes them seamlessly.
Non-Discretionary PMS: Manager recommends ideas, while you approve and authorize each transaction.
PMS is built for investors who want tailored solutions, active monitoring, and the agility to capitalize on market opportunities. It helps you:
Interested in setting up a PMS mandate? Connect with us to get a customized proposal.
With strong promoter expertise and a skilled team, we have grown from a share-trading firm into a diversified financial services company focused on creating wealth for all our customers.