Non-Discretionary Portfolio Management | Non Discretionary PMS

Non-Discretionary Wealth Management Services

Take the Steering in Your Hands

With our expert guidance and your active involvement, together, we’ll create a tailored strategy to create wealth.

Who should invest in NDPMS?

For a minimum investment of 50 Lakhs, whether you’re seeking active control of your investments or personalized wealth management services, NDPMS will empower you to meet your financial goals

High Income Business Owners

Experienced rich salaried professionals

Inheritors of Family Wealth

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Empower Your Wealth, Elevate Your Future

Experience the power of Personalized Wealth Management and build long term wealth with Bonanza NDPMS

Access to Proprietary Algorithmic Stock Ranking Tool

24X7 Access to
“Market Experts”

Hands-on management for portfolio enhancement

In depth analysis to identify new opportunities

Monthly Analysis of the Portfolio

Technology-Driven Actions and Insights

Empowering Wealth Management with Technology

Our cutting-edge technology platform and dedicated mobile app give you 24/7 access to your portfolio, real-time market insights, and personalized alerts – all in the palm of your hand. Seamlessly manage your investments, stay informed, and make decisions wherever you are. With technology as your aid, your financial goals are within reach.

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Retain control and make informed decisions every step of the way.

Bespoke strategy based on your goals, risk tolerance & timeframe

Portfolio adjustments during
volatile market conditions

Desire to Revalidate stock ideas
with experts

Monthly/quarterly reviews in
bull and bear markets

Talk to expert

Common Questions (FAQs)

Some questions asked by the clients and members of our community

What is the Difference between DPMS & NDPMS ?

Discretionary PMS is independently managed by Portfolio Manager. Whereas Non Discretionary PMS require client approvals for buy & sell of transaction in the portfolio.

What is the minimum investment in NDPMS?

50 lakh.

What is the fees for NDPMS?

Fixed management fee

Can Investor Suggest Portfolio Changes in NDPMS?

Yes

What are the modes through which I can make investments in PMS?

Apart from cash, the client can also hand over an existing portfolio of stocks to Portfolio Manager that could be revamped to suit his profile.

Who can invest in NDPMS?

Any individual
Body Corporate
HUF

Who is a custodian in NDPMS?

The custodian would be an entity which maintains the client’s assets for safekeeping.

Benefits of investing in NDPMS with Bonanza?

Access to Stock Ranking tool
Dedicated Research Analyst.
Monthly portfolio review
Access to investment ideas

Can I withdraw my profits?

Yes

Can I bring in additional funds later?

Yes

Unlock the potential of your Portfolio with our Market Experts

Get Your Portfolio Review

Your Trust is what We Aspire

Shailendra Kumar Nathulal Patni

From the time I first connected with Bonanza Portfolio Limited, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client.

My investment experience with Bonanza Portfolio Limited is amazing & trustworthy. Time to time valuable advice of the Research Analyst always maintained my confidence which ultimately made my portfolio achieve my financial goals. I thank to the supporting SHAILENDRA KUMAR team of Bonanza Portfolio Limited and NATHULAL PATNI wish them a glorious success in future.

Let’s together Transform Possibilities into Prosperity

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Head Office:

Plot No. M-2, Cama Industrial Estate, Walbhat Road,Goregaon (East), Mumbai 400063

Contact Us:

+91 7710885142, +91 9137282390

support@bonanzawealth.com