Portfolio Management Services

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What is Fincart Optima PMS?

Our Portfolio Management Service (PMS) offers a sophisticated, uniform investment mandate designed for optimal wealth creation. We elevate this mandate using proprietary quantitative models and predictive machine learning to drive precise, data-backed asset allocation.

Our Investment Strategy

Driven by Research. Built for Results.

Quant-Driven Portfolio Construction

To optimize asset allocation in our model portfolios, we leverage the Black-Litterman framework. This quantitative base is seamlessly integrated with advanced machine learning models.

Dynamic Strategy Adaptation

We utilize dynamic regime switching over static holding. By rotating exposure based on macro cycles, we capture upside and protect capital.

Transparent Reporting Support

Gain unrestricted visibility into your investment's performance. We provide comprehensive, easy tracking of the portfolio's quantitative metrics, active strategy shifts, asset allocations,

Holistic Wealth Integration

This advanced, quantitative strategy is seamlessly synchronized with your comprehensive financial plan for long-term wealth creation and goals.

Why Choose Finvriddhi for Physical Shares?

  • Expert guidance from a financial – advisor experienced in physical share resolution.
  • Assistance provided to more – than 1000 families with investment and documentation transition needs.
  • Clear communication through –a step-by-step process to help clients navigate their tasks without experiencing any delays.
  • Expert reviews to make – sure that holdings stay compliant and aligned with customers’ goals.
  • Maintaining a primary focus – on client needs while demonstrating our dedication to professional standards and transparency.

How It Works

Strategic Fit Assessment

Evaluating your overall capital and risk profile to ensure our highly active, quantitative strategy aligns perfectly

Capital Deployment

Integrating your allocation directly into our bespoke portfolio structure.

Active Strategy Management

While your capital is at work, our models continuously run—actively rotating exposure and vetting funds to navigate shifting market cycles.

Unrestricted Transparency

Delivering clear, continuous visibility into our active regime shifts, quantitative metrics, and your overall performance progress.

FAQs

What is the expected return profile of Fincart PMS mandate? -
Since our quantitative PMS is newly launched, we rely on 10 years plus of rigorous backtesting. On your call, we will generate a direct comparative analysis showing exactly how our strategy would have performed against your current portfolio and the market benchmarks, using your exact historical investment dates and capital deployed.
How do Portfolio Management Services (PMS) work, and what value does Fincart add? +
A Portfolio Management Service (PMS) provides professional, active management of your wealth. We help by deploying advanced quantitative models and machine learning for purely data-driven fund selection. Through dynamic regime switching and rigorous fundamental analysis, we maximize your long-term returns while strictly controlling drawdowns during market volatility.
Why choose the Fincart PMS over standard mutual fund investments? +
Unlike standard mutual funds that often buy and hold through market crashes, our PMS is highly adaptable. We use advanced data and machine learning to pick funds objectively. We then actively shift your portfolio as the regime changes—capturing growth during upswings and protecting your capital during downturns.
How easily can I track my investments and understand the portfolio's performance? +
We provide comprehensive reports detailing fund performance and active market regimes, alongside continuous website access to your portfolio. Whenever you need deeper insights, your dedicated wealth manager is always available to discuss strategy and answer your questions.
What type of investor is best suited for this quantitative strategy? +
This strategy is designed for long-term investors seeking superior, risk-adjusted returns who prefer a logical, data-driven approach over emotional investing. It is ideal for those who want active downside protection during market volatility and are comfortable with dynamic, algorithmic portfolio shifts. We are process driven and not person driven in our approach.