Paterson Portfolio Management is a comprehensive service offered to clients seeking a professional approach to managing their investments. The Portfolio manager typically invests in one or more asset classes consisting of stocks, mutual funds, bonds etc based on personal investment goals, risk-return profile and investment horizon. We are a SEBI registered Portfolio Manager and offer Discretionary PMS.

Fund Management Process

At Paterson, we follow a Centralised Decision Making System.

The fund management process is broken down into 3 steps:



Investment Process




Product Offerings

We offer Multiple Choices to our clients based on their individual financial goals:

• Schemes to suit different investment horizons
• Standard plans can be customized to suit investor’s profile

Paterson PMS Brochure
For more information about our portfolio management services, kindly download our brochure.


Contact Us
For more information about how we can help you in your wealth management needs kindly e-mail us at pms@paterson.co.in