Basics of PMS
Understand professional wealth management. In a PMS, securities are held in your own demat account and managed to a strategy — with a ₹50 lakh minimum.
Gyanshaala
Guides, explainers, videos and whitepapers written the way we brief clients.
Plain, specific, and honest about the trade-offs.
Understand professional wealth management. In a PMS, securities are held in your own demat account and managed to a strategy — with a ₹50 lakh minimum.
Know your alternative edge. Alternative Investment Funds are pooled vehicles for strategies that mutual funds cannot run — with a minimum commitment of ₹1 crore.
Understand how InvITs work. An InvIT does for infrastructure what a REIT does for property — turns large, illiquid assets into tradable units.
Understand real estate investing made easy. A REIT lets you own income-producing commercial property in units, without buying a building.
Understand fixed income investing. A bond is a loan you make to a government or company, on terms fixed at the outset.
Learn before you invest. Owning equity means owning a share of a business — with everything good and bad that follows from that.
Know your FDs. A deposit is the most predictable instrument available in India, and predictability is worth paying for on money you cannot afford to risk.
Start your investment journey. A mutual fund pools money from many investors and hands it to a professional manager — which solves diversification and time, but not risk.
Know your risks, secure your cargo. Goods in transit are exposed at exactly the moments nobody is watching them.
A travel policy costs less than a single airport meal and covers the one thing that could genuinely ruin you abroad — a hospital bill in a foreign currency.
Group cover is the cheapest health and life protection available per person, and the most under-used tool for retaining people.
Liability cover pays when someone else claims against you. For a business, it is often the difference between a bad quarter and a closed company.
That is the point of Gyanshaala. Bring the question to an advisor and get the answer for your own numbers.
Speak to an advisor
Tell us where you are today. We’ll help you understand what matters, what may be missing, and what you can do next.
No pressure. No obligation. Just a thoughtful conversation.