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PMS |
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Advantages of PMS |
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Professional Management |
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The service offers professional management of your equity investments with an aim to deliver consistent return with an eye on risk management.
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Risk Control |
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Well-defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We use state-of-the-art technology that enables the entire construction, monitoring and the risk management processes.
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Convenience |
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Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
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Constant Portfolio Tracking |
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We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
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Transparency – the key |
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We constantly endeavour to keep our investors updated with the latest information by providing them reports on a daily, monthly and quarterly basis. With the latest technology and via a password protected website you will have access to all information relating to your investment on daily basis just at the click of a button. The following portfolio reports are accessible online:
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Daily holding and performance report of your portfolio |
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Detailed statements of all transactions in your account |
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Research reports on the stocks covered by our analysts |
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Detailed sector wise allocation of your portfolio |
You will also be periodically provided with a tax status report of your portfolio for advance tax purposes and a comprehensive tax statement at year-end to facilitate your IT returns filing.
Our Portfolio Management Service gives you all the customisation without the hassles involved in managing equity or mutual fund investments directly. Our team takes care of all the administrative aspects of managing your portfolio.
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Why PMS over mutual funds? |
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Mutual Funds as an investment vehicle are structured to reduce risks as far as possible, as they cater to thousands of investors. |
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In a mutual fund, the needs that are disparate among clients get clubbed into one scheme; while in PMS we offer customized solutions based on each client’s specific needs. |
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As a discerning investor, who understands the risk-reward ratio, you want |
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Portfolio designed for your individual needs & objectives |
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Portfolio comprising of select ideas |
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Ability to take focused plays both in sectors and stocks |
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Efficient allocation of assets viz. Equity, Debt and Cash as per market condition |
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Flexibility to make swift changes in your portfolios |
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Which is all that we can offer, not a Mutual Fund. |
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Superior customer service |
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