Portfolio Management and Advisory Services
                     R Wadiwala
Portfolio Management
and Advisory Services
R 
Wadiwala
Managing investment in equities requires
Time Knowledge
1943 1943
Experience Monitoring
R 
Wadiwala
If you can answer some of the questions, it can 
be assumed that you are managing your equity 
portfolio very well…
R 
Wadiwala
Is your portfolio properly diversified across 
scrips and sectors?
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Wadiwala
Do you have predefined sector/scrip limit? 
How many scrip/sector are exceeding the pre-defined limits?
R 
Wadiwala
Is your equity allocation dynamic? 
Are you having right allocation to equity 
given current market valuation?
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Wadiwala
Are you able to book profits and 
re-enter equity markets at the correct time?
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Wadiwala
Are all your buying & selling decisions 
based on sound market understanding?
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Wadiwala
Are you easily able to ascertain 
your long and short term capital gains & losses?
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Wadiwala
Those who need an expert to help 
manage their investments
R Wadiwala
Portfolio Management and Advisory Services 
(PMS) 
comes as an 
answer
R 
Wadiwala
Portfolio Management 
Services
Portfolio Management Services are specialized financial services offered as 
personalized investment solutions. 
The services are provided by a professional portfolio manager investing in multiple 
assets like equity, debt, structured products etc.
PMS is similar to investing in mutual funds, but the investor has better control 
over the investment decisions and owns different assets rather than units of the 
funds.
R 
Wadiwala
Advantages of 
PMS
o Professional expert managing your portfolio
o Customized portfolio backed by high-level investment 
research
o Diversification across asset classes such as equity, debt, 
government bonds, structured products
o Focus on client’s preferences and financial goals
o Superior returns and control over portfolio
o Easy access to portfolio holdings data
R 
Wadiwala
Get informed on your portfolio, anytime 
anywhere using our back office tools 
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Wadiwala
Mobile Application for PMS
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Wadiwala
Web based application
R 
Wadiwala
R Wadiwala
Known for integrity and Solid 
advisory
We Analyse You 
Benefit
NSE | BSE | MCX | NCDEX | DP: CDSL | PMS
Established in 9898927072 www.rwsec.co Mobile Apps 50+ Locations
1943 m
DISCLAIMER
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Investors in the Scheme(s) are not being offered a guaranteed or assured rate 
of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces 
affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of 
capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s).
Data contained in this document is for informational purposes only and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for the 
products of R. Wadiwala Securities Private Limited. This is not a product. This is only an investment plan. RWSPL is acting in the capacity of distributor.
For Private Circulation only.
R 
Wadiwala