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Care PMS at Finsherpa

August 2024Finsherpa4 photographs
Care PMS at Finsherpa

Finsherpa hosted an event at which Arpit Shah and Vishal Shah shared Care PMS’s investment philosophy and strategies with clients.

Highlights

  1. Finsherpa hosted an event at which Care PMS shared its investment philosophy and strategies.
  2. Arpit Shah, Co-founder & Fund Manager, and Vishal Shah, Director, presented.
  3. The session addressed both existing and prospective clients.
  4. Our thanks to Finsherpa for the partnership in creating value for clients.

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Direct onboarding

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.

  1. 01

    Consultation

    A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.

  2. 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.

  3. 03

    Portfolio activation

    Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.

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