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.
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.
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.
Mutual Fund investments are subjected to market risks, read all scheme related documents carefully.
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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.
AMFI Registered Mutual Fund Distributor – ARN-37184 | Date of initial registration – 01-May-2006 | Current validity of ARN – 19-Apr-2026
Grievance Officer- Tejal K Gandhi | tejalgandhi01@yahoo.com
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