READY TO GROW
YOUR WEALTH?
"FAG Finance helps you invest smarter with SIP, Equity, PMS & Insurance."
Our PMS strategy is designed to outperform benchmarks over time.
Why choose us?
₹900 Cr+
Assets managed in 3 years
28.45% TWRR
Returns since inception
0% Fixed Fee
We don't charge you
Portfolio Management
Services by FAG
Let your money work smarter. Our expert-led PMS approach blends
research,
discipline, and personalization to help you grow your wealth
confidently.
Expert Advisory Team
Backed by years of market experience, our advisory team crafts data-driven strategies tailored to your financial goals-no generic templates here.
Smart Wealth Solutions
Every portfolio is as unique as its owner. We build your investment roadmap based on your risk appetite, life goals, and market outlook.
Proven Performance
Our strategies have consistently outperformed benchmark through disciplined asset allocation and dynamic market insights.
End-to-End Support
From onboarding to execution and regular portfolio reviews - we manage everything so you can stay stress-free and focused on your returns.
Portfolio Intelligence
A live read on where conviction is forming
Sector momentum, portfolio risk posture and active signals - the same lens our investment desk uses to keep allocations sharp and forward-looking.
Sector Conviction ScanUpdated
FinancialsHigh
IndustrialsHigh
Capital GoodsAdd
ConsumerHold
HealthcareWatch
IT ServicesLight
Portfolio Risk ScoreCalibrated
72Balanced
Volatility, concentration and drawdown stress are within the strategy's defined risk band.
Active SignalsLive
Capex Upcycle
Industrial earnings breadth strengthening.
Credit Quality
Asset quality cycle remains constructive.
Export IT
Demand commentary still mixed across tiers.
Mid-cap Quality
Re-rating watchlist building in selective names.
75% of Equity investors get lower returns than market
After analysing lakhs of portfolio, we found
₹1,300 Cr+
gains missed in lakhs of folio
84%
of portfolios are over-diversified
Our flagship PMS strategy delivered
higher returns
than market
Always There For You
We craft smart investment strategies to grow your wealth while minimizing risks-your trusted partner in financial success!
FAG Finance is a leading financial services firm specializing in stock market broking, investment advisory, and wealth management solutions. With a strong foundation in research and performance-driven strategies, we empower our clients with smart investment choices.
Portfolio Restructuring
Portfolio Optimization
Goal Management
Volatility Tracker
Portfolio Monitoring
Research Framework
Conviction is built in four disciplined stages
Every name in the portfolio passes through the same evidence-led filter - from universe scan to position sizing - so allocation decisions stay objective.
01
Universe Scan
Filtering 4,000+ listed names on liquidity, governance and earnings quality to shape a focused watchlist.
02
Deep Diligence
Business model, unit economics, capital allocation and management track record reviewed in long-form notes.
03
Valuation & Setup
Intrinsic value, margin of safety and market structure aligned before a name becomes investable.
04
Sizing & Review
Risk-weighted sizing, drawdown limits and quarterly thesis reviews keep the portfolio in shape.
Still got questions?
We're here to help.
Common issues include portfolio underperformance and misaligned incentives. At FAG Finance, we address these by aligning our success with yours-earning only when you profit.
Our PMS strategies have consistently delivered superior returns compared to market benchmarks. Specific performance details are available upon request.
Absolutely. Client funds are securely held with reputed custodians, ensuring utmost safety and compliance.
We do not charge any exit loads. However, certain mutual fund investments may have their own exit load structures. Please consult with your relationship manager for details.
Invest with
Clarity😊
Let's Build a Brighter Financial Future Together.
Guiding you with trust, expertise, and clarity.
READY TO GROW
