- Mon - Sat: 9:00 AM - 6:00 PM
- +91 99712 95533
- info@r9wealth.com
Diversification
Success
Oversight
Constantly chasing past performance damages long-term growth
Investing without defined goals reduces consistency and discipline
Generic recommendations without personalization weaken investment outcomes
It is easier than you think to start mutual fund investment.
A refined process to handle your portfolio with precision
Consult with our expert advisors to explore your financial objectives, risk tolerance, and strategies for investment.
A thorough analysis of your existing portfolio, pinpointing strengths, weaknesses, and options for optimization.
We develop a tailored investment strategy that aligns with your goals, integrating market insights with effective diversification techniques.
Your investments are continuously tracked, including frequent updates and performance overviews to ensure you stay informed throughout the process.
Expert-managed investment solutions, professional analysis and time-tested strategies—our Portfolio Management Services (PMS) are crafted to empower you to reach your financial objectives effortlessly.
Benefits of Our PMS Services
Leverage the expertise of seasoned investment managers.
Reduce risk through expertly crafted portfolios.
Rely on our history of achieving reliable outcomes.
Portfolio Management Services (PMS) provide a customised pathway to wealth accumulation, integrating expert knowledge with bespoke strategies designed to align with your financial goals
Seasoned portfolio managers leverage their broad market expertise and analytical insights to strategically manage investments on your behalf, maximizing your potential returns.
PMS utilizes a tactical strategy that combines diversification and dynamic allocation to effectively manage risks and seize market opportunities.
We follow an approach of keeping 15 – 20 stocks in each PMS offering to avoid over diversification and enhance overall returns.
Investors can address their queries and gain market insights by connecting with the Fund Manager and team directly.
PMS investors can track their investments daily by having direct access to their holdings and the fund management team.
If you have any query regarding financial services please feel free to call us. Our team will be glad to serve you.
The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.
At R9 Wealth, we provide personalised solutions for loans, insurance, mutual funds, and wealth management to help you achieve your financial goals.
01-041, First Floor MGF Metropolis Mall MG Road, Sector 28 Gurugram – 122002 India
Monday to Saturday: 9:00 AM - 6:00 PM Sunday: Closed
+91 99712 95533
info@r9wealth.com
Office Space Unit No. 01-041, MGF Metropolis Mall, Mehrauli Gurugram Road, Sector 28, Gurugram, Haryana - 122002
Contact No: +91 9971295533
Email: info@r9wealth.com
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. Past performance is not an indicator of future returns. R9 Wealth is an AMFI registered Mutual Fund distributor with ARN – 334421 (ARN Validity Period: 18-July-2025 to 17-July-2028). R9 Wealth and its brand assets are trademarks of R9 Wealth Financial Services.
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