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PMS |
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Account Opening |
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We invite you to become a part of our Portfolio
Management family and enjoy the benefits of having
your portfolio professionally managed by our team. To
know more about Way2Wealth and our Portfolio
Management Services just write us at
alokranjan@way2wealth.com
and we will get back to you at the earliest
opportunity.
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| Who can Sign up? |
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Individuals |
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Partnership Firms |
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Hindu Undivided Families –
HUFs |
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Association of Persons |
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Limited Companies |
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NRIs, Overseas Corporate
Bodies (OCBs), Firms, Societies, trusts, etc. (subject to
RBI approval) |
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Get your sleeping portfolio back to life |
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If you have an existing investment portfolio that is
inactive, you can also avail of our Portfolio
Management Service. We offer the service of taking
over your existing portfolio and realigning it to best
suit your risk profile.
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| Account Opening Process |
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The account opening process is quiet simple and our
relationship manager would assist you in completing
the entire process smoothly. We would be opening a
Way2Wealth PMS and HDFC demat & bank account. Address
proof, Identity proof and a Pan card copy would be
required. A Permanent Account Number (PAN) has to be
provided for investment in the PMS scheme.
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Disclosure Document for PMS – Kindly click to download disclosure document.
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| Fee Structure |
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We offer a competitive fee structure. The fee charged
can be a combination of a moderate Management Fee and
a variable Performance Fee or just a fixed Management
Fee
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