Portfolio management services

Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution to achieve unique investment objectives. This ensures best selection of investment opportunity within an asset class and active monitoring for optimized results. Investors are provided with an all time access to track their portfolios. Our PMS offerings range across two asset classes – Equity and Debt, with multiple options for each asset class.


Our Approach

Data-Driven & Goal-Oriented: We combine in-depth market analysis with a deep understanding of your goals to design a portfolio tailored to your risk tolerance and financial objectives. Through active management and strategic rebalancing, we work to maximize your returns while minimizing potential losses.

Emphasis on Partnership: We believe in a collaborative approach. Our experts guide you through each step, from initial risk assessment to ongoing portfolio adjustments. Clear communication and transparent reporting ensure you’re always informed and empowered to make confident decisions.

Focused on Long-Term Success: We don’t chase short-term trends. Our focus is on building diversified portfolios with a long-term outlook. We employ proven strategies to weather market fluctuations and position you for lasting financial growth across different life stages.

“I was looking for a secure way to grow my savings without unnecessary risk. BB Finserv helped me find a fixed deposit plan with a great interest rate, and their guidance made me feel confident about my investment. It’s the peace of mind I was seeking.

Sumit Rao, Teacher, Hyderabad

“Saving for my son’s university education was a top priority. BB Finserv’s advisors developed a fixed deposit strategy perfectly aligned with my timeline and financial needs. Knowing his future is secured means the world to me.

Vikram Singh, Business Analyst, Pune

Get in touch

Contact Us Today

+91 9403003454


Airport Road, Yerawada, Pune-411006, Maharashtra