Investing wisely requires more than just selecting a few stocks or mutual funds. It’s about crafting a comprehensive strategy tailored to your unique financial situation, goals, and risk tolerance. Our investment and portfolio management services are designed to provide you with the expertise, guidance, and support you need to build and grow your wealth management portfolio over the long term.
Our approach to investment and portfolio management is grounded in a deep understanding of financial markets, portfolio management process principles, asset allocation, and risk management techniques. We begin by conducting a thorough assessment of your financial goals, risk tolerance, and time horizon. This allows us to develop a customized investment strategy that aligns with your objectives while effectively managing risk.
With access to a wide range of investment options, including equities, fixed income products, mutual funds, and alternative investments, we have the flexibility to construct a diversified portfolio that suits your needs. Our team of experienced professionals continuously monitors market conditions and economic trends, making adjustments to your portfolio as needed to capitalize on opportunities and mitigate risks using advanced portfolio analysis tools and a reliable portfolio management platform.
But our commitment to you doesn’t end with the initial implementation of your investment strategy. We believe in providing ongoing support and guidance to help you navigate the complexities of the financial markets and stay on track toward your goals. Whether you’re planning for retirement, saving for a major purchase, or simply looking to grow your wealth over time, we’re here to help you achieve success. With our investment and best portfolio management services, you can have confidence knowing that your financial future is in capable hands.
Contact us today to schedule a consultation and take the first step towards a brighter financial future!
How Our Portfolio Management Services Works
A Smarter Way to Invest
At Hedge, our Portfolio Management Services are designed for investors who value time, expertise and results. Choose from our Equity, Hybrid, or Debt schemes — each powered by deep research, disciplined allocation and active oversight.
Once you decide your scheme, we take full responsibility for building and managing your portfolio. We manage everything — from stock selection to portfolio balancing, backed by rigorous research and disciplined processes.
Why Choose Hedge Portfolio Management Services
We don’t chase every market move. We follow a tested process — identifying quality opportunities, managing risks and staying ahead of market shifts.
Our role is simple: protect your capital, grow it with conviction and keep you informed every step of the way.
Research Driven
Every allocation is backed by in-depth analysis and decades of market experience.
Active Risk Management
Portfolios are reviewed continuously to capture opportunities and manage risks.
Time
Saving
We take investment calls, so you don’t have to track the market daily.
Transparent Reporting
Clear reporting so you always know where your money is and how it’s performing.
Research Driven
Every allocation is backed by in-depth analysis and decades of market experience.
Active Risk Management
Portfolios are reviewed continuously to capture opportunities and manage risks.
Time Saving
We take investment calls, so
you don’t have to track the
market daily.
Transparent Reporting
Clear reporting so you
always know where your money
is and how it’s performing.
Our Portfolio Management Services Schemes
Financial Freedom Equity
High-conviction, growth-oriented investments in quality companies.
Benchmark: S&P BSE 500 TRI
Financial Freedom Hybrid
Balanced mix of equity, debt and gold for growth with stability.
Risk Profile: Moderate
Benchmark: Nifty 50 Hybrid Composite Debt 50:50 Index
Financial Freedom Debt
Capital preservation with steady income through carefully selected debt instruments.
Risk Profile: Conservative
Benchmark: Nifty Medium to Long Duration Debt Index
Your PMS Journey in 3 Steps
Meet the Mind Behind the Strategy
Mr. Alex K Babu
Founder, Chairman and Managing Director – Hedge Group of Companies
Get Started With Your Investment Journey
When you invest with Hedge, you invest in a philosophy that blends discipline with agility — a commitment to consistent performance, even in unpredictable markets.
[Contact us] to begin your PMS journey with Hedge.
Hedge PMS Newsletter
Stay connected to the markets — and your investments — with our Hedge PMS Monthly Newsletter. Each edition gives you:
- A concise review of portfolio performance and market trends
- Key insights from our research team
- Strategy updates and what they mean for you
