We offer professional and disciplined management of your investment portfolio, with a focus on maximizing returns while managing risk. Our Portfolio Management Services are built around your financial objectives, investment horizon, and risk tolerance.
Whether you're looking for long-term capital appreciation or stable income, our PMS solutions are structured to deliver consistent value in all market conditions.
We help you with:
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Personalized investment strategies
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Active and passive portfolio approaches
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Risk-managed asset allocation
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Transparent reporting and performance tracking
Portfolio Management Services (PMS)
Gain clarity and confidence in your investment decisions with our expert consultancy and advisory services. Backed by decades of market experience, we offer in-depth analysis, market insights, and strategic advice to help you navigate the complexities of the stock and financial markets.
We help you with:
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Equity and stock market guidance
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Market trend analysis
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Investment timing and entry/exit strategies
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Strategic asset recommendations
Consultancy & Advisory Services in Financial Markets
We offer comprehensive wealth management solutions designed to build and preserve your wealth through smart financial planning. Our approach integrates various asset classes and investment avenues—such as equities, mutual funds, real estate, and fixed-income products—based on your goals.
We help you with:
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Goal-based financial planning
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Asset allocation and diversification
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Retirement and succession planning
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Tax-efficient investment strategies
Whether you're planning for retirement, building an education fund, or growing generational wealth, we help you create a roadmap that supports financial security and long-term success.
Wealth Management & Financial Planning
Our Services
At Durga Bhavani Investments Ltd., we offer a suite of customized financial services designed to help you grow, manage, and protect your wealth. With decades of experience and a deep understanding of market dynamics, we provide tailored investment solutions that align with your unique financial goals and risk profile.
The Company will also arrange term loans , working capital loans , loan against property & loan against shares , for interested customers/clients , through bajaj finance .
The Company is also involved in syndication of loans/equity for big real estate projects , through its associates .
