Expertly chosen PMS strategies, guided by vision and wisdom.
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Strategy Differentiation:
PMS offerings span across concentrated equity portfolios, multi-cap flexi strategies, thematic plays, special situations and long- short alternatives. Each strategy must be assessed for its return drivers, scalability and relevance to the investor’s objectives. -
Risk–Return Analytics:
Evaluating standard deviation, beta, maximum drawdowns, alpha generation and risk-adjusted measures such as Sharpe and Sortino ratios is critical to ensure that return potential justifies inherent risks. -
Portfolio Construction Discipline:
Degree of concentration, sector exposures, market capitalization tilt, cash holding philosophy and rebalancing frequency all determine portfolio behavior across cycles.
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Fund Manager’s Style and Conviction:
PMS managers typically run high- conviction portfolios with distinct philosophies, whether value-oriented, growth- focused, contrarian or momentum-driven. Assessing persistence of style, attribution of returns and decision-making consistency is vital. -
Macro & Market Cycle Sensitivity:
PMS portfolios are inherently exposed to regime shifts, growth vs. value dominance, cyclical vs. defensive rotations or small/mid-cap vs. large-cap leadership. Identifying managers who adapt without style drift is a key differentiator. -
Alignment to Investor Objectives:
A PMS is not just about chasing absolute returns but about integrating with an investor’s broader financial plan—liquidity needs, horizon and tolerance for volatility.
Our Process
In-Depth Financial Assessment
We start with a detailed review of your financial position, goals and risk tolerance to design a strategy that reflects your unique needs.
Strategic Asset Allocation
Using market expertise and research, we build a carefully balanced portfolio aimed at optimizing returns while managing risk.
Ongoing Portfolio Optimisation
We actively monitor your portfolio and market conditions, making timely adjustments to keep your investments aligned with your objectives.
Clear Reporting & Actionable Insights
You receive transparent, personalized reports and insights, giving you a clear understanding of your portfolio’s progress toward your goals.
Whom do we cater to
High-Net-Worth Individuals (HNWIs)
We help wealthy individuals manage complexity, protect wealth and plan for future generations.
First-Time Investors
We guide new investors to build a strong and confident start.
Institutional Investors
We offer customized mutual fund solutions to meet institutional goals.
Goal-Oriented Savers
We create plans to turn your financial goals into reality.
Non-Resident Indians (NRIs)
We simplify cross-border investing, tax planning and wealth growth for NRIs.
Drop us a Line Here.
Client Feedback (4.8/out of 200)
Working with Bexon has been a game-changer for our business. Their team’s professionalism, attention to detail, and innovative solutions have helped us streamline operations and achieve our goals faster than we imagined. We truly feel like a valued partner.
The results we’ve seen after partnering with Bexon are beyond our expectations. They not only understood our vision but also brought new ideas to the table that have taken our business to the next level. Their expertise and commitment to success make them a trusted.
We’ve been working with Bexonfor years, and they continue to deliver outstanding results. Their team is proactive, responsive, and always goes the extra mile to ensure our needs are met. They’ve become a key contributor to our growth and success that really help us
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