BONANZA WEALTH

Non-Discretionary Portfolio Management Services

We Guide, You Decide – Your Wealth, Your Way

With our expert wealth managers and your active involvement, together we’ll create a tailored wealth creation plan. A unique blend of your investment vision and our market insights.

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Who should invest in NDPMS?

For a minimum investment of 50 Lakhs, whether you’re seeking active control of your investment or personalized wealth solutions, non-discretionary PMS will empower you to meet your financial goals. We provide the research and analysis; you make the decisions. NDPMS for serious investors.

High Income Business Owners

Experienced rich salaried professionals

Inheritors of Family Wealth

Empower Your Wealth, Elevate Your Future

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

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Access to Proprietary Algorithmic Stock Ranking Tool

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24X7 Access to
“Market Experts”

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Hands-on management for portfolio enhancement

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In depth analysis to identify new opportunities

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Monthly Analysis of the Portfolio

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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 non-discretionary investment, stay informed, and make decisions wherever you are. With Bonanza Wealth Management’s technology as your aid, your financial goals are within reach.

Digital wealth management interface

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

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Tailored Research with NDPMS: A Better Alternative to Templates

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Common Questions (FAQs)

Some questions asked by the clients and members of our community

Discretionary PMS is independently managed by the portfolio manager. On the other hand, Non-Discretionary PMS requires client approvals for each buy & sell transaction, giving you complete control over your wealth creation plan.

In NDPMS, our wealth experts provide the research and analysis; you make the decisions. This non-discretionary investment management approach is ideal for serious investors who want hands-on control with professional support from Bonanza Wealth Management.

₹50 lakh – enabling HNIs, NRIs, and business owners to access customized wealth management solutions for non-discretionary investment in India. Book your consultation today to learn more about our NDPMS services.

Fixed management fee – transparent pricing for access to wealth managers, proprietary tools, and 24X7 prime support through our non-discretionary PMS service for discerning investors.

Yes – that’s the core benefit of non-discretionary portfolio management. Your wealth, your way. Discuss ideas with your wealth expert and make informed decisions for your wealth management solutions.

Apart from cash, you can hand over an existing portfolio of stocks to your wealth managers that could be revamped to suit your non-discretionary investment plan.

The following can invest in non-discretionary PMS in India:

  • Any individual
  • Body Corporate
  • HUF

Invest with Bonanza today and experience personalized wealth solutions tailored to your goals.

The custodian is an entity that maintains the client’s assets for safekeeping, ensuring your investment is secure within our wealth management solutions framework.

The benefits of investing in Bonanza NDPMS are as follows:

  • Access to proprietary stock ranking tool
  • Dedicated wealth managers & research analysts
  • Monthly portfolio reviews for non-discretionary portfolio management
  • Expert investment ideas from wealth experts

Yes, complete flexibility to withdraw profits from your non-discretionary investment. Plan your investments smartly with liquidity when you need it.

Yes, scale your non-discretionary portfolio management over time with guidance from our wealth managers.

Portfolio management services in India are professional investment solutions where experienced fund managers manage your investments based on your financial goals, risk profile, and time horizon.
We offer PMS across major financial hubs and investor communities, including portfolio management services in Delhi, Mumbai, Ahmedabad, Hyderabad, Pune, and Chennai. Our approach is designed to deliver personalized investment strategies regardless of your location.

When selecting portfolio management services companies in India, investors should evaluate factors such as regulatory registration, transparency, performance consistency, and the ability to offer customized solutions.
It is also important to understand whether the provider offers specialized solutions like mutual fund portfolio management services or tailored discretionary and non-discretionary portfolios.

Unlock the potential of your Portfolio with our Market Experts

Your Trust is what We Aspire

Client testimonial for Bonanza's non-discretionary portfolio management

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 the supporting team of Bonanza Portfolio Limited and 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

pmscustomercare@bonanzaonline.com

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