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Portfolio Management Service

Indian society has a love and hate relationship with wealth. But majority of us spend our entire lives attempting to get it, without understanding the nature of money or how it works. Effective timing and expert advice is essential to maximize wealth and gain handsome returns. In Bharati Capital We firmly believe in strong, trusted and lasting relationship with our clients. Hence, our wealth managers always endeavor to provide you the most trustworthy and reliable advice and solution

In today's complex financial markets, successful investing demands time and expertise. As financial complexity expands, managing own investments can become a daunting task. Given the scenario, Portfolio Management Service (PMS) offers ideal vehicle to investors looking for specialized investment strategies. With our capable and trustworthy Portfolio Management Services you can experience proficiency, talent and expertise all of which allow us to bring out the best in your portfolio of investments.


At Bharati Capital with an objective of ''creating wealth for client in a sustainable & consistent manner'" we offer investment advisory services. Our Investment Philosophy :

       • Focus on 'Preserving Capital'.
       • Value oriented buy and hold investment style.
       • Buy stocks with large margin of safety.
       • Focus on Absolute return rather that Relative return.
       • Stock specific selection procedure based on fundamental research.
       • Disciplined Investment Process to minimize risk.