RBM Investment Services

Your Credible
Financial GUIDE.

Get “SMART” with your money

Cities

Clients who
trust us

Combined Experience

Families

0 +
0 +
0 +
0 +

Cities

0 +

Clients who
trust us

0 +

Combined Experience

0 +

Families

0 +

Smart Money,

Simplified

Smart Money,

Simplified

Scroll to Top

PMS

Portfolio Management Services (PMS) offer tailored investment solutions where a professional portfolio manager manages an individual’s investments in stocks, bonds, or other assets. Unlike mutual funds, PMS provides personalized portfolios based on the investor’s financial goals, risk tolerance, and preferences. It is typically aimed at high-net-worth individuals, offering more control, flexibility, and transparency. However, PMS usually comes with higher management fees and requires a larger minimum investment.

Mutual Funds

A mutual fund pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other assets. It is managed by professionals, providing investors with diversification and expert management. Investors buy shares in the fund, and the value of their investment changes with the performance of the underlying assets. Mutual funds offer an easy way to invest with reduced risk, but they charge management fees, which can impact returns. They are ideal for long-term investing and portfolio diversification.

TERM Insurance

Term insurance is a type of life insurance that provides coverage for a specific period, or “term.” If the policyholder passes away during this term, a death benefit is paid to the beneficiaries. It is a straightforward and affordable way to secure financial protection for loved ones. However, there is no payout if the policyholder survives the term, and the policy expires without value.

AIF

Alternative Investment Funds (AIF) in India are privately pooled investment vehicles that invest in assets beyond traditional stocks and bonds. AIFs include categories like hedge funds, private equity, and venture capital. They are regulated by SEBI and typically cater to high-net-worth individuals, offering diverse investment opportunities but with higher risk and minimum investment requirements.

Bonds

Bonds are fixed-income securities where investors lend money to the government or corporations for a set period at a fixed interest rate. In return, investors receive periodic interest payments and the return of the principal at maturity. Bonds are considered safer than stocks, with government bonds being the least risky. They are popular for conservative investors seeking stable returns.