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.
