Investing With Conviction. Managed With Responsibility.
At Fincart Optima PMS, every decision begins with one principle:
We do not earn commissions from AMCs
We do not push schemes.
We do not chase trends.
We design portfolios around your goals, your capital, and your long-term outcomes and not around selling products.
Read Important Disclosures
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Introducing
Fincart Optima PMS
Managed by Credent Global PMS
Fincart provides portfolio advice and ongoing guidance. Your investments are executed and managed by our SEBI-registered PMS partner.
A solution-led approach, not a product push
A disciplined, data-backed investment process
A single consolidated platform for your investments
A structure where your capital stays in your name
Minimum investment: ₹50 Lakhs (as per regulatory guidelines)
Thoughtfully Recommended. Professionally Managed.
Wealth Management
Portfolio strategy & asset allocation
Goal-based planning
Ongoing advisory & reviews
Portfolio Strategy
PMS Provider
Portfolio execution
Trade management
Custody & reporting
Regulatory compliance.
Portfolio Execution
Benefits
Our 3 Core Strengths
Why This Matters to You?
Most investors don’t lose money because markets fail. They lose because portfolios are:
Built without clear allocation logic
Overexposed during downturns
Emotionally managed
Fragmented across platforms
Or driven by commissions
We solve these structural problems by:
Who Is This Designed For?
If you want someone to “predict markets,” this is not for you. If you want a repeatable, disciplined, evidence-based investment framework,
this is built for you. This strategy is ideal for investors who:
Prefer scientific data over emotions
Want active downside protection
Seek superior risk-adjusted returns
Value conflict-free advice
Prefer structured decision-making
Fees & Structure
Transparent Pricing. No Surprises.
Up to ₹2.5 Cr Invested
0.80%
per annum
Profit Share
0% (Nil)
₹2.5 Cr - ₹5 Cr Invested
0.70%
per annum
Profit Share
0% (Nil)
₹5 Cr - ₹10 Cr Invested
0.60%
per annum
Profit Share
0% (Nil)
Exit load applicable. Learn more about the structure.
Learn More
Request a Private PMS Consultation
Because in the end, this isn’t about markets.
It’s about your life goals. And your capital deserves institutional discipline.
FAQs
Frequently Asked Questions
Got questions about PMS? We’ve got you covered.
What return profile should I expect?
How is this different from standard mutual funds?
How do I track performance?
