What can the Portfolio management services offer you?

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Sep 19, 2018 6:29 am

• 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.

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