PMS

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PMS

Portfolio Management Services or PMS are high conviction best idea portfolio of stocks built around Investment philosophy by extremely competent and experienced Portfolio Managers. PMS is a SEBI regulated Investment vehicle. Every financial distributor who sells and distribute PMS has to be registered and certified by the regulator through NISM XXI-A. Apart from being SEBI Regulated, PMS provides Alpha linked Commercial (Profit Sharing Model), the Best way to build a Good Quality Equity portfolio over years, Transparent Holding statement, Audited Account Statement & Protected from herd activity & there by offers an unique Opportunity to create Value to wealth creation journey through PMS.

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Basic Information Regarding PMS:


  1. The minimum investment amount to invest into any SEBI Registered PMS is INR 50 Lakhs.

  2. The eligibility required for investing in PMS:
    1. An investor who is KYC compliant can invest into PMS provided he / she has investible corpus of INR 50 Lakhs.
    2. A normal ordinary investor above 21 years of age is eligible to invest into PMS as kids/children cannot invest into PMS as per SEBI regulations.

  3. In India, there are 3 different types of Portfolio Managers:
    1. PMS run by Asset Management Company.
    2. PMS Run by Brokerage House.
    3. PMS run by Boutique portfolio managers.

  4. 3 Different types of PMS available in India:
    1. Discretionary PMS
    2. Non-Discretionary PMS
    3. Advisory PMS

  5. Best PMS suitable to an investor
    1. PMS is a high conviction portfolio basket built around an investment philosophy. There are various PMS strategies built around specific product type with varied risk adjusted features. Kindly consult with us to understand the right PMS as we are not only SEBI registered PMS distributor but also follow scientific investment methodologies to determine the right investment instrument for our investor.

  6. Lock-in period for PMS, if any
    1. No. There are no lock-in in any PMS. But still, do check with Portfolio Managers for any specific strategic based investment lock-in specific to that strategy.

  7. Time required to open a PMS account?
    1. Typically, PMS on boarding takes not more than 3-4 days as there are serious and critical documentation compliance required by the regulators. So, on an average PMS account activation takes between 3-4 days subject to clearance and availability of all required account opening forms and data.

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