Germinate Investor Services launches PMS

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Germinate Investor Services announced on Tuesday the launch of its portfolio management service (PMS) “Refolio Investments”.

Refolio Investments will provide a combination of personalized investor services as well as a robust and secure digital portal where investors can manage and monitor their investments, the company said in its statement.

The PMS is launched by the founder of Germinate Investor Services, Santosh Joseph.

“We are excited to launch a new platform that aims to help investors look beyond fixed deposits, real estate and mutual funds. We believe that continuing to invest in conventional investment channels can lead significant wealth destruction for middle-class and working-class corporate investors.With Refolio investments, our goal is to encourage investors to rethink older investment vehicles and explore avenues that have better potential,” said Santosh Joseph, CEO and Founder of Refolio Investments.

The services that Refolio Investments will offer include identifying underperforming assets such as idle real estate, fixed deposits and certain mutual funds in the investor’s investment portfolio and investing in appropriate PMS funds, matching the investor’s financial goals with the right PMS fund, end-to-end paperwork to open a PMS account, and a digital dashboard to view investments all in one place.

“We launched Refolio Investments with the aim of making investors aware of the relevant investment alternatives available to them… Using our in-depth market experience and knowledge of the investment field, we organize investment solutions that align with a client’s financial goals and make the whole process simple and easy to understand,” Joseph said.

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