We Provide only two types of portfolio management services :-
Discretionary Portfolio Management: In Discretionary Portfolio Management, Investors do not need to make any financial decisions. All financial decisions and actions are taken by the portfolio manager only on the consent of the client.
Non-discretionary Portfolio Management: In Non-discretionary Portfolio Management, Financial decisions are not made by Investors. The portfolio manager is responsible for making all financial decisions.
How do Portfolio Management Services Work?
Portfolio Management Services(PMS) If you want to work with us then for this you must have a demat account, there shuld be trading account and a bank account, & all these accounts are separately opened in the name of the customer and all the investment are made separately. On the basis of that, all the investment and return coming will be credited to a particular bank account and shares will be organized in the Demat account of an individual.
What are the Benefits you will get?
All the portfolio are controlled and professionally handled by an expert.
You get to invest across asset classes – equity, and Derivatives.
We hedge our position with the Derivative market so that there is no risk of market fluctuation.
No limit to investment in any financial portfolio management.
You will get monthly basis settlement.
If the market ever falls for some reason, then our risk will not be more than three percent.
You get expert advice they work as per your requirement
High level of transparency
Frequently Asked Questions about Portfolio Management Services
What is portfolio management services (PMS)?
Portfolio Management Services(PMS) is an investment portfolio management in which the investor maintains the stock in a Demat account owned by him, but the portfolio manager has the power of attorney to manage it.
What is the minimum amount for PMS?
According to SEBI The Minimum Amount for Portfolio Management Services(PMS) is ₹50 lakhs. But for individual & traders who can not manage that much amount for them, The Minimum Amount for Portfolio Management Services(PMS) is ₹5 lakhs