Investment Management

Our Investment Management services offer a personalized approach to growing and preserving your wealth. We provide bespoke portfolio solutions and curated investment strategies tailored to meet your unique goals via the combination of following products.

Mutual Funds:

• Active and Passive Mutual Fund Management
• Fund Selection and Monitoring
• Lumpsum
• SIP (Systematic Investment Plans) Strategies
• SWP (Systematic Withdrawal Plan)
• Top-Up and Step-Up Options
• Tax-Saving Mutual Funds (ELSS)

PMS (Portfolio Management Services):

• Active Management of Portfolios
• Tailored Investment Strategies
• Performance Reporting
Learn More About PMS

AIF (Alternative Investment Funds)

• Private Equity and Venture Capital Funds
• Hedge Funds
• Structured Credit Products
Learn More About AIF

Benefits of Our Investment Management Solutions:

• Personalized Investment Strategies: We design portfolios tailored to your unique financial goals, risk tolerance, and long-term objectives, ensuring that your investments align with your personal needs.
• Comprehensive Portfolio Diversification: Our approach ensures a well-diversified portfolio that minimizes risk while maximizing returns, utilizing a mix of asset classes, sectors, and geographies.
• Active and Passive Management: We offer both active and passive investment management options, giving you flexibility to choose strategies that align with your market outlook and investment philosophy.
• Continuous Monitoring and Rebalancing: Your portfolio is continuously monitored and adjusted to maintain the right asset allocation in response to market changes, ensuring optimal performance.

At CoreWealth, we are committed to Regular reports and clear performance tracking provide transparency into your investments, ensuring that you stay informed and in control.