At Ants & Bees Investments, we also help investors access specialized
investment solutions beyond traditional mutual funds.
A customized investment service where expert fund managers build and manage your stock portfolio in your own demat account. Designed for investors seeking a personalized, transparent, and actively managed approach.
Regulated investment vehicles that provide access to private equity, venture capital, structured debt, real estate, and hedge fund strategies. AIFs are meant for sophisticated investors looking for diversification beyond listed equities and mutual funds.
Your portfolio is managed by highly knowledgeable and professional PMS fund managers with decades of experience.
You can check the stock holdings within your Equity PMS portfolio in your own Demat whenever you wish.
With our PMS expertise, it’s possible to gain suitable, consistent returns with the rick also being managed well.
Diversify across asset classes (private equity, real estate, debt, hedge funds)
Portfolio is managed by highly knowledgeable and professional fund managers with decades of experience.
Aim for higher long-term returns by allocating to alternative investment class.
Access to Top Funds : Direct access to India’s leading PMS & AIF providers under one roof.
Research-Backed Selection : Every fund and manager is chosen after thorough due diligence.
Personalised Assessment : We evaluate your goals, investment style, and risk appetite in depth.
Tailored Strategy : Recommendations are aligned with your unique profile and objectives.
End-to-End Support : From onboarding to ongoing reviews, we guide you at every step.
Questions on your mind? Dont worry we have the answers!
Professional Management: The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
Continuous Monitoring: TIt is important to recognize that portfolios need to be constantly monitored and periodic changes made to optimise the results
Risk Control: A research team responsible for establishing the client's investment strategy and providing the PMS provider real time information to support it, backs any firm's portfolio managers.
Hassle Free Operation: Portfolio Management Service provider gives the client a customized service. The company takes care of all the administrative aspects of the client's portfolio with a periodic reporting (usually daily) on the overall status of the portfolio and performance.
Flexibility: The Portfolio Manager has fair amount of flexibility in terms of holding cash (can go up to 100% also depending on the market conditions). He can create a reasonable concentration in the investor portfolios by investing disproportionate amounts in favour of compelling opportunities.
Transparency: PMS provide comprehensive communications and performance reporting. Investors will get regular statements and updates from the firm. Web-enabled access will ensure that client is just a click away from all information relating to his investment. Your account statements will give you a complete picture of which individual securities you hold, as well as the number of shares you own
Customized Advice: PMS give select clients the benefit of tailor-made investment advice designed to achieve his financial objectives. It can be structured to automatically exclude investments you may own in another account or investments you would prefer not to own. For example, if you are a long-term employee in a company and you have acquired concentrated stock positions over the years and have become over exposed to few companies’ stock, a separately managed account provides you with the ability to exclude that stock from your portfolio.
We’re here to help you, Monday to Saturday, 9:30 AM – 6:30 PM.