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Rachna Saraf
PMS
₹ 0
Portfolio management service (PMS) is used to achieve the appropriate rate of return while maintaining the desired level of risk. A portfolio of investments may include a combination of cash, equities, fixed income, commodities, real estate, and other structured assets. I come with expertise of numerous instruments mainly mutual funds and this service is tailored to the client’s needs for return as well as their capacity and desire to take on risk.
Rachna Saraf is a professional with over 18 years of experience in Wealth Management, Financial Planning and Mutual Fund Investments.She started her career with ICICI Prudential and worked there for almost a decade. She was one of the top performers at her position and bagged many awards for her outstanding performance. She is now an independent advisor with 200+ plus families and her expertise lies in financial planning, portfolio management and investment advisory services.
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