T. Ram Financial Services Pvt. Ltd. is a premier Portfolio Management Services (PMS) firm serving over 300 clients globally. With a strong focus on wealth creation and preservation, the firm manages approximately ₹230 Cr under Discretionary PMS and ₹90 Cr in Mutual Fund Distribution AUM.\r\n\r\nBuilt on the principles of trust, transparency, and performance, T. Ram Financial Services delivers tailored investment solutions designed to align with each client’s financial goals.\r\n\r\nInvestment Charter\r\n\r\nOur Investor Charter reflects our commitment to client-first practices. It defines our vision, mission, services offered, and engagement timelines, ensuring clarity, accountability, and consistent delivery of value.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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