Portfolio Management Services

Key Features:

  • Tailor made professional service
  • PMS is a tailor-made professional service offered to cater the investment objective of High Net-worth Individual investors
  • Based on the investors’ choices, PMSs can be either Discretionary or Non-discretionary. Discretionary PMS is where the fund manager does not need approval from the investors while managing portfolio.
  • Min investment value is 50 lakhs
  • This is focused for high net-worth individual investors and minimum investment value is 50 lakhs at PAN level​.
  • ​ Stocks are held in investor’s Demat account
  • New demat account is opened in investor’s name only for PMS. This help in maintaining the isolation and transparency in transactions specific to PMS account.

Key Advantages:

  • Opportunity to Differentiate
  • PMS provides opportunity to HNI investors to have the differentiation and specific portfolio formation as per their financial goals and preferences.
  • Independent Portfolio
  • Holdings are in individual investor's demat account so it remains as Independent portfolio based on financial goals of the individual investor.
  • Transparent Holdings & Transactions
  • PMS is transparent as all holdings and every transaction is visible to investor and remain focused in line with investor’s goals.
  • True Averaging of Stocks through Top Ups​
  • In PMS, all stocks are purchased with top up amount, proportionate to current holding.
  • Transparent Cost Structures
  • Monthly report available of all charges paid for PMS.