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+91 9962555778 +91 90870 66888 svsinvestments0708@gmail.com

Service Details

Catagories

EQUITY INVESTMENTS PORTFOLIO MANAGEMENT SERVICES MUTUAL FUND BONDS & FD GUARANTEE RETURN

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Investments

EQUITY INVESTMENTS:

We offer equity investment solutions for clients who wish to grow their wealth by investing in the stock market. Our approach includes two types of investment strategies: Long-Term Investment and Short-Term Investment.

Long-Term Investment

Our long-term investment focuses on stable growth over time. We carefully select stocks from the BSE 200 companies across different sectors, ensuring a well-diversified portfolio. We do not concentrate investments in a single sector or stock.

When a stock increases by 25% or more retrun, we will exit and reinvest in other promising opportunities. The typical holding period for long-term investments is 14 months.

Short-Term Investment

Our short-term investment is designed for clients seeking regular income. Similar to the long-term strategy, we invest in BSE 200 stocks across sectors to maintain diversification.

When a stock achieves 8% to 12% return, we exit and reinvest in other opportunities. The usual holding period for short-term investments is 3 months.

We also follow special strategies to manage situations where the stock price falls after purchase. These strategies will be explained personally to investors

PORTFOLIO MANAGEMENT SERVICES (PMS)

Our Portfolio Management Services (PMS) are designed for investors seeking a personalized and professionally managed investment solution. The minimum investment ticket size is ₹25 Lakhs.

We offer an In-House PMS, where we design a carefully balanced portfolio focusing on sectors with strong future potential. Our team of highly qualified experts continuously monitors the portfolio and makes strategic adjustments based on changing market conditions to maximize returns and manage risk.

Apart from our own in-house PMS, we also offer PMS from other top brands. This gives our clients the freedom to choose from a variety of PMS options without the hassle of searching company by company. We help clients select the right PMS based on their investment goals and risk appetite.

Why Choose Our PMS?

  • Well-diversified across sectors, reducing dependency on a single stock or sector.
  • Active portfolio management to capture market opportunities.
  • Periodic rebalancing based on deep market research.

Expected Returns

Industry-standard PMS services typically deliver 15% to 18% annual returns, depending on market conditions and strategy. Our in-house PMS aims to achieve similar or better performance by focusing on high-growth sectors and active management.

Mutual Fund Investments

For clients with long-term financial goals or retirement plans, we recommend Mutual Funds and Systematic Investment Plans (SIP) as a smart investment choice.

We are partnered with all major Asset Management Companies (AMCs), giving our clients a wide range of fund options to choose from, across different risk profiles and investment objectives.

Key Features:

  • Our clients can monitor fund performance easily through a dedicated app.
  • Make fresh investments, switch between funds, or redeem investments anytime from anywhere in the world.
  • Simple, flexible, and transparent process.

Benefits of Mutual Funds & SIP:

  • Professional Fund Management – Managed by experienced experts.
  • Diversification – Reduces risk by investing in a mix of stocks, bonds, and other assets.
  • Affordable Investment – Start investing with small amounts through SIP.
  • Compounding Power – Regular investments grow over time to create significant wealth.
  • Liquidity – Easy to redeem when needed.
  • Tax Benefits – Certain mutual fund schemes offer tax advantages under government laws.

Ideal for investors who want to:

  • Build wealth steadily
  • Plan for long-term goals like retirement or children’s education
  • Avoid the hassle of direct stock picking

BONDS & FIXED DEPOSITS (FDs)

We offer Corporate and Government Bonds for clients seeking low-risk investment options. These are ideal for investors who prefer steady returns with limited risk.

We also provide Corporate Fixed Deposits (FDs) that offer better returns compared to regular bank FDs. All our corporate FDs are AAA -rated, ensuring your investment is safe and reliable.

Because we handle a wide range of bonds and corporate FDs, our clients enjoy more choices and flexibility when selecting the best option to match their financial goals.

GUARANTEE RETURN PRODUCTS

Our Guaranteed Return Products offer a unique combination of investment plus free life insurance cover.Clients can choose their annual premium amount and select a payment term of 7, 10, or 12 years.

At the time of investment, the client also selects the guaranteed return term—options include returns after 12, 15, or 20 years.

All returns are tax-free, and the life insurance cover is provided at no extra cost.

These products are not linked to equity markets, giving complete peace of mind to investors. The guaranteed returns are fixed and clearly mentioned in the agreement at the time of signing, so there are no surprises later.

This is ideal for those who want to:

  • Avoid market risk
  • Ensure a stable return
  • Balance their overall investment portfolio

Disclaimer

Past performance is not indicative of future results. Returns may vary based on market conditions, economic factors, and investment decisions. Investments are subject to market risks. Please consult your experts before investing.

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