FAQ
Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager, and can potentially be customized to suit specific investment objectives of clients.
Portfolio Management Services can be offered only by SEBI registered Portfolio Managers.
The specialized investment solutions provided by Portfolio Managers typically cater to a niche segment of high net worth clients. These clients can be either Individuals or Institutional entities who require a dedicated investment management service.
The PMS platform is ideal for investors who:
As per SEBI norms, the minimum investment in a PMS scheme is now Rs. 25 Lakhs for fresh investments as well as for fresh investments by existing clients.
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.
AMFI Registered Mutual Fund Distributor | ARN- 284296 | Date of initial Registration: DD/MM/YYYY | Current validity: DD/MM/YYYY
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