Why PMS?
In a market saturated with large investment avenues, Portfolio Management is an exclusive and premium service available to the selected investor. As a "managed account" with individual attention to each investor's portfolio and a wide range of sophisticated portfolio strategies, PMS would warrant an allocation in the core portfolio for any High NetWorth Individual (HNI).
As a discerning investor, who understands risk-reward ratio, you want:
- A portfolio comprising of Selected few ideas: It should be backed by a high level of conviction, investment expertise and research.
- Personalization and Customization: The Portfolio Manager builds and manages each portfolio keeping in mind the strategy selected and the timing of investment. As a PMS client, you can decide constraints while structuring your portfolio.
- Diversification: The portfolio will be diversified covering various industries to reduce the sector specific volatility keeping downside protection in mind.
- Transparency and a higher level of information: There
will be a flow of regular information to clients on market views and
portfolio actions.
- Low portfolio turnover: The stock selection happens with a perspective to give sizeable return over three years and hence limited trading in the stocks.
- No administrative work: Once the client hands over the portfolio/fund with all initial formalities, the Portfolio Manager takes care of all the administrative aspects of the portfolio with monthly, semi-annual and annual reporting on the overall status of the portfolio and its performance.
- Continuous Monitoring: The Portfolio Manager and his research team keeps a constant watch on your investment. The team of experts know exactly how your money is performing through continuous monitoring.
- Hassle Free Operation As a PMS customer, you get hassle-free operations. With total portfolio transparency, in-depth market information for better decision making and direct access to the portfolio management team, PMS delivers high service standards.
Portfolio Management Services is a platform that can fulfill all the above expectations.
