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We offer both discretionary and non-discretionary portfolio management options. In a discretionary setup, our investment experts take full responsibility for managing your portfolio, making informed decisions on your behalf. In a non-discretionary model, we act as your advisor, providing expert recommendations while you retain control over final investment decisions. Either way, our goal is to help your wealth grow sustainably and smartly.

At Sarvottam Wealth, we believe that true portfolio management is not one-size-fits-all. We spend time understanding your current financial position, future goals, income needs, and risk tolerance before crafting a personalized investment strategy. Whether it's wealth preservation, capital appreciation, or income generation, our PMS solutions are tailored to deliver results that matter to you.

Active Portfolio Management

On the other hand, active portfolio management is for those seeking above-market returns through dynamic, real-time decision-making. Our expert portfolio managers continuously monitor market trends, company fundamentals, economic indicators, and global events to make strategic investment decisions. The focus here is on outperforming benchmarks by buying undervalued stocks and exiting underperforming assets at the right time.

This approach leverages in-depth research, sector-specific insights, and advanced risk management models. Whether it's equity, debt, or alternative assets, active management is suited for investors looking to capitalize on market opportunities and gain an edge over passive strategies.

Key Highlights:

• Portfolio management is about constructing and managing an investment mix that fits your financial goals and comfort with risk.
• Active management involves constant monitoring and strategic shifts aimed at outperforming the market.
• Passive management is about mirroring index performance with a focus on long-term consistency and cost-efficiency.