PMS - Portfolio Management Services - MoneyFrog Financial Services

What is Portfolio Management Services (PMS)?

Portfolio Management Services (PMS) are designed for HNIs, NRIs, and affluent investors who seek more than standard investment products. PMS provides personalized, actively managed portfolios across equity, debt, and alternative assets, tailored to individual goals and risk profiles.

At MoneyFrog, we craft bespoke portfolio strategies that align with your financial aspirations, risk tolerance, and liquidity needs—ensuring a balance of growth, stability, and diversification.

Our Investment Philosophy: Personalized & Active

Unlike one-size-fits-all mutual funds, PMS offers customized portfolio construction based on your specific goals, risk appetite, and time horizon. MoneyFrog's PMS strategies combine active management, concentrated high-conviction picks, and disciplined risk controls to deliver superior long-term returns.

MoneyFrog PMS Strategy

Tailored portfolios with active management & disciplined execution.

Designed for investors seeking personalized wealth management with institutional-grade expertise.

How Our PMS Works:

Personalized portfolio construction based on goals & risk profile

Concentrated high-conviction equity picks for alpha generation

Diversified allocation across equity, debt & alternative assets

Active monitoring & rebalancing to adapt to market conditions

Comprehensive reporting & reviews for full transparency

Disciplined risk controls with downside protection

Your PMS Portfolio With Us

We build diversified PMS portfolios across:

Equity

Fixed Income

Hybrid

Multi-Asset

International

Alternative Assets

Our Approach:

Goal-Based Portfolio Design

Research-Driven Stock Selection

Active Risk Management

Continuous Monitoring & Rebalancing

Key Benefits:

Personalized wealth management

Professional fund management

Disciplined risk controls

Ideal for HNIs & NRIs

Full transparency & reporting

MoneyFrog Premium

Portfolio Management Services (PMS)