Investment Process
Masterclass
Press & Media
Contact
Client LoginRequest a consultation Download brochure
Seminar

Seminar with Santacruz Medical Social Association (Income vs Wealth)

14 July 2024Hotel Sea Princess, Mumbai4 photographs
Seminar with Santacruz Medical Social Association (Income vs Wealth)

Investment Director Arpit Shah presented “Income vs. Wealth” to a group of doctors at Hotel Sea Princess, Mumbai.

Highlights

  1. Care Portfolio Managers engaged with a distinguished group of doctors at Hotel Sea Princess, Mumbai, on 14 July 2024.
  2. Investment Director Arpit Shah presented “Income vs. Wealth” · wealth-management strategies for medical professionals.
  3. The session focused on converting earnings into lasting wealth.
  4. A dedicated stall enabled one-on-one interaction with the team.
  5. Hosted by the Santacruz Medical Social Association.

Gallery

Direct onboarding

Begin your Care PMS journey.

Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.

  1. 01

    Consultation

    A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.

  2. 02

    Documentation

    A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.

  3. 03

    Portfolio activation

    Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.

View brochure