Elevate Your Wealth with
Our Portfolio Management Expertise

Experience disciplined, research-driven portfolio management tailored to your goals — designed to create, preserve, and grow wealth with precision and clarity.

With Fund Steer PMS, you gain access to expert management, personalised strategies, and proactive wealth monitoring — ensuring your investments always work in your favour.

PMS Approach

Redefining
Portfolio Management Excellence

At Fund Steer, our Portfolio Management Services (PMS) are crafted for discerning investors seeking structured, research-driven wealth creation. We deliver performance through active management, tactical diversification, and strategic asset allocation.

Connect with an Advisor

We tailor portfolios to your goals, risk appetite, and liquidity needs — optimizing allocation across equities, debt, and alternative assets.

Led by seasoned professionals, our PMS leverages data-driven insights and proprietary research to identify growth opportunities and manage risk efficiently.

Continuous monitoring and tactical adjustments ensure your portfolio remains resilient against market volatility while pursuing consistent returns.

Access detailed reports and real-time performance metrics — complete clarity at every stage of your investment journey.

Our Process

Your PMS Journey,
Curated for Long-Term Growth

Comprehensive Financial Profiling

We begin by evaluating your investment objectives, time horizon, and risk tolerance — forming the foundation for a PMS strategy tailored to your financial vision.

Strategy Design & Asset Allocation

Our portfolio managers build a customised asset allocation model balancing equity, debt, and alternative assets to maximise returns while mitigating risk.

Active Portfolio Management

Through continuous monitoring, tactical rebalancing, and research-backed decisions, we ensure your portfolio remains aligned with evolving market dynamics.

Performance Reporting & Review

Transparent reporting keeps you informed with in-depth performance analytics, while periodic reviews refine your strategy for consistent long-term wealth creation.

We begin by evaluating your investment objectives, time horizon, and risk tolerance — forming the foundation for a PMS strategy tailored to your financial vision.

Our portfolio managers build a customised asset allocation model balancing equity, debt, and alternative assets to maximise returns while mitigating risk.

Through continuous monitoring, tactical rebalancing, and research-backed decisions, we ensure your portfolio remains aligned with evolving market dynamics.

Transparent reporting keeps you informed with in-depth performance analytics, while periodic reviews refine your strategy for consistent long-term wealth creation.

PMS

Portfolio Management Services

Growth-Oriented Strategies

Focused equity portfolios designed to deliver superior long-term capital appreciation through selective, high-conviction investments.

Balanced Allocation

Combining equity and debt exposure to maintain consistent growth while mitigating downside risks for moderate investors.

Income & Dividend Focus

Curated portfolios emphasizing steady dividend-paying and fixed-income assets for stable, recurring income streams.

Customised Portfolios

Tailored investment mandates built around your specific risk profile, liquidity needs, and long-term financial vision.

Growth-Oriented Strategies

Balanced Allocation

Income & Dividend Focus

Customised Portfolios

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Explore Our Offerings

Get In Touch

Grow Together. Start With Fund Steer

We’re here to guide through every decision, ensuring your investment choices align with your dreams. Your journey to a brighter financial future begins with a conversation.

Call Now

Elevate Your Wealth withOur Portfolio Management Expertise

RedefiningPortfolio Management Excellence

Your PMS Journey, Curated for Long-Term Growth

Comprehensive Financial Profiling

Strategy Design & Asset Allocation

Active Portfolio Management

Performance Reporting & Review