Begin a conversation.
Whether you are considering portfolio management for the first time or reviewing an existing portfolio, our team will guide you through direct onboarding.
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Visit us.
Meetings at either office are by appointment. Please call or write to us to schedule a visit.
Mumbai
201, Silver Heights, TPS III,
51st Road, Borivali (West),
Mumbai 400092, India
Ahmedabad
507, 5th Floor, Swati Clover,
SP Ring Road, Shilaj Circle,
Ahmedabad
Begin your Care PMS journey.
Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 02
Documentation
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.