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Services · Advisory & ManagedAdvice on demand — or a portfolio under continuous watch.
Two ways to work with us: Regular Advisory when you just want an honest second opinion, and PMMS when you want your whole portfolio planned, monitored and reported on, continuously.
Two engagement levels
Regular Advisory vs PMMS
Regular Advisory
Ad hoc, no registration needed. Reviewing an offer? Unsure about a policy an agent is pushing? A fund recommendation from a friend? Just ask us. One-off product and offer reviews, plain answers, no strings.
Ask us anything →PMMS — Portfolio Monitoring & Management Service
Our ongoing service: full financial planning, portfolio alignment to your goals, continuous monitoring, and easy execution & reporting through Client Desk on the NJ Wealth platform.
See Client Desk →Important: PMMS is Accord's advisory & monitoring service. It is not a SEBI-regulated Portfolio Management Service (PMS) — we hold no power of attorney and execute nothing without you. For SEBI-registered PMS access, see our PMS page.
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Talk it through with an advisor first — free, and with zero obligation.
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