Portfolio Management Services (PMS), a service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.
Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and Body Corporate.
Professional Management:
The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
Continuous Monitoring
It is important to recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.
Risk Control
A research team responsible for establishing the client's investment strategy and providing the PMS provider real-time information to support it backs any firm's portfolio managers.
Hassle-Free Operation
Portfolio Management Service provides gives the client a customized service. The company takes care of all the administrative aspects of the client's portfolio with periodic reporting (usually daily) on the overall status of the portfolio and performance.
Flexibility
The Portfolio Manager has a fair amount of flexibility in terms of holding cash (can go up to 100% also depending on the market conditions). He can create a reasonable concentration in the investor portfolios by investing disproportionate amounts in favor of compelling opportunities.
Transparency
PMS provides comprehensive communications and performance reporting. Investors will get regular statements and updates from the firm. Web-enabled access will ensure that client is just a click away from all information relating to his investment. Your account statements will give you a complete picture of which individual securities you hold, as well as the number of shares you own. It will also usually provide:
Customised Advice
PMS gives select clients the benefit of tailor-made investment advice designed to achieve their financial objectives. It can be structured to automatically exclude investments you may own in another account or investments you would prefer not to own. For example, if you are a long-term employee in a company and you have acquired concentrated stock positions over the years and have become over-exposed to a few company's stocks, a separately managed account provides you with the ability to exclude that stock from your portfolio.
Plot-292/206,Shreenath Complex,
Nr, 17/22, Sector 22, Gandhinagar,
Pincode :- 382022
+91 9824266168
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
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