Portfolio Management Services (PMS)

Fees can be structured as a flat fee, a percentage of assets under management (AUM), or a combination of both. Performance fees may be charged based on returns exceeding a predetermined benchmark. Other charges such as custodian fees and transaction costs. 

Benefits include personalized investment strategies, professional management, active portfolio adjustments, transparency, and potential for higher returns.

Risks include market volatility, reliance on the manager’s expertise, higher fees, and potential liquidity issues.

The portfolio manager is responsible for making investment decisions, managing the portfolio, conducting market research, and aligning the investments with the client’s objectives.

Liquidity depends on the underlying assets in the portfolio. While some investments may be easily liquidated, others may be less liquid. There could be exit load applicable too.

Yes, in non-discretionary PMS, you can set specific investment guidelines and preferences that the portfolio manager will follow.

Yes, PMS investments are held in a demat account in the name of the investor, ensuring transparency and direct ownership.

You can track performance through regular reports provided by the PMS provider, online portals, and periodic reviews with your relationship manager or portfolio manager.

PMS refers to professional investment services where  portfolio manager manages investments on your behalf to achieve your financial goals.

You can open a PMS account with us, and our portfolio manager will make investment decisions on your behalf, actively managing the portfolio based on your goals.

PMS is typically suitable for high-net-worth individuals, institutional investors, and those seeking personalized and actively managed investment strategies.

PMS offers personalized investment strategies, professional management, and potential for better returns through active portfolio management.

Yes, PMS portfolios can be tailored to your financial goals, risk tolerance, and investment preferences.

PMS fees typically include a management fee (charged as a percentage of assets under management) and a performance fee (a percentage of the returns generated above a certain benchmark).

Yes, PMS portfolios are often diversified across various asset classes, such as equities, fixed income, and alternative investments, to manage risk.

You can monitor the performance of your PMS portfolio through regular reports and updates provided by your portfolio manager.

Risks include market risk, liquidity risk, and the possibility of losses. Clients should carefully assess their risk tolerance and discuss it with their portfolio manager.

PMS accounts may have lock-in periods, and withdrawals may be subject to certain conditions. Check the terms and conditions with our portfolio manager.