Investing in the financial markets can be complex, requiring not just knowledge but also a keen understanding of market dynamics. Recognizing this, Invest with GUO offers a tiered approach to Portfolio Management Services (PMS) that caters to different levels of investment capabilities and goals. Whether you’re just starting out or are an experienced investor, Invest with GUO has a plan that can be tailored specifically to your financial aspirations. Here’s an overview of the Basic, Advance, and Master PMS plans designed to optimize your investment returns.

1. Basic PMS: Building Your Investment Foundation

• Performance Fee: 25% of P&L
• Minimum Investment: ₹2 lakh
• Features:
  • Account setup and complete documentation support.
  • Option to choose between Discretionary and Non-Discretionary PMS.
  • Customization and personalization of investment portfolios.
  • Regular reporting and communication on investment performance.
  • Clear guidelines on exit options and lock-in periods to manage investment commitments.

The Basic PMS is perfect for new investors looking to enter the market with a solid strategy but without the heavy initial commitment that usually comes with high-end portfolio management services.

2. Advance PMS: Elevating Your Investment Strategy

• Performance Fee: 20% of P&L
• Minimum Investment: ₹8 lakh
• Features:
  • All benefits from the Basic PMS.
  • Enhanced personalization options to align more closely with your individual financial goals and risk appetite.
  • More sophisticated investment strategies and access to a broader array of assets.

The Advance PMS is tailored for investors who have a basic understanding of the markets but are looking to leverage professional management to optimize their investment strategies.

3. Master PMS: For the Sophisticated Investor

• Performance Fee: 15% of P&L
• Minimum Investment: ₹20 lakh
• Features:
  • Includes all the features of Basic and Advance PMS.
  • Top-tier investment strategies with a focus on maximizing returns through advanced market techniques and diversification strategies.
  • Tailored advisory services that offer deep insights into market trends and movements.

The Master PMS is ideal for high-net-worth individuals who require a sophisticated approach to managing large portfolios with a focus on aggressive growth and long-term capital appreciation.

Conclusion

Invest with GUO’s tiered PMS offerings provide investors with flexible options tailored to their investment size and sophistication level. By choosing a suitable plan, investors can benefit from customized strategies, detailed performance reports, and expert portfolio management, ensuring that every investment opportunity is optimized. Whether you are starting with ₹2 lakh or ready to invest ₹20 lakh, Invest with GUO has a service plan ready to maximize your financial gains. Ready to take your investment journey to the next level? Click on “Get started Today” and watch your investments grow with expert care at Invest with GUO.