What can the Portfolio management services offer you?
• Portfolio Management Services offer a tailor made investment portfolio managed by professionals to suit the investment objective of the investor.
• Portfolio customisation can go the level of investing in a single stock. Investing in certain stocks which goes against their religious sentiments or offer a negative view is also permitted.
• Investors who have a demat account and a bank account under their name can invest in the power of attorney in favour of the PMS to manage the funds.
• Through the discretionary portfolio, managers have the power to manage the funds of each client in accordance to the needs of the client. A non-discretionary portfolio is managed as per the client’s directions.
• PMS fee charges are calculated based on the agreement with the client. It can also be based on a fixed amount or a return based fee. It can also include a combination of both.