Page Title


Why Invest In Portfolio Management Services?

Access to a diverse range of products that would not be available in other products like mutual funds.

Opportunity to invest in a customized bouquet of products to match your investment goals.

Greater flexibility gives you the option of buying financial instruments depending on the opportunities present.

Regular reports and updates to give you a Consolidated and unified view of your investments and their status.

Ways To Invest In PMS

There Are Two Ways In Which You Can Invest Through PMS :

Discretionary: In this type of PMS, you give your portfolio manager the authority to make investment decisions on your behalf.

Non-Discretionary: In this type of PMS, the portfolio manager only offers investment advice while you, as the investor, decide if you want to act on that advice. However, it is the portfolio manager who acts on your decision.

Factors To Evaluate Before Investment

Here Are Some Factors That You Should Evaluate When You'Re Looking To Invest Through PMS:

Costs: Understand the costs involved when investing through PMS. There may be an entry load, management fees, and profit-sharing agreements depending on which PMS you select.

Minimum Investment: PMS schemes usually have a minimum amount that you need to invest to utilize their services. Determine the minimum investment amount before investing through PMS. The minimum amount to invest in PMS is 50 Lakhs.

Track Record: It is best to go with proven PMS schemes that have a track record of delivering good performance. It is likely that such schemes will be managed by knowledgeable experts who will act in your best interests.

Associated With