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Portfolio Management Services (PMS)

Professional portfolio management services tailored to your financial goals and risk appetite. Let expert fund managers handle your investments while you focus on what matters most.

Aspects of Portfolio Management Services (PMS)

  • Professionally managed portfolios.
  • Customised portfolio as per the financial needs to the investor.
  • Risk is also managed since the fund managers have a wealth of knowledge.
  • Possibility of superior returns.
  • High net worth individuals.
  • Individuals who have a high risk appetite.
  • Investors looking for superior returns.
  • Profits earned on Portfolio Management Services attract capital gain tax.
  • Profits earned on the investments held for one year or less attract short-term capital gains. It is taxed at 20% plus cess.
  • Long-term capital gain is paid for any profit earned after 1 year and the investor is liable to pay 12.5%, nill upto 1.25 Lakh capital gain.

Aspects of Portfolio Management Services (PMS)

1

Step 1

The investor chooses which scheme they want to opt for; discretionary or non-discretionary PMS.

2

Step 2

The investor invests the minimum amount which is INR 50 Lakhs.

3

Step 3

If the investor opts for discretionary PMS they will receive continuous updates on the performance of their portfolio.

4

Step 4

Evaluation and adjustments are done based on the requirements of the investor.

Key Features of SIF

Asset Allocation

Dividing your investment among different asset classes is defined as asset allocation. This mix needs to be done in such a way that the investors can safeguard their funds from risk and generate superior returns on them.

Customization

Portfolio Management Services provides a customized investment solution to investors. Portfolio managers have the liberty to diversify an investor's portfolio depending upon his risk appetite and returns generated on his existing investments.

Portfolio Performance Tracking

Tracking the performance of a portfolio is one of the benefits of a PMS service. You can track your holdings in real-time and the investor is updated with the market situation as well.

Risk Management

Investments come with a certain degree of risk. With the best PMS services, you can control the amount of risk you would want to take. With real-time tracking, under the Non-discretionary PMS , you can decide if the invested instrument needs to be held or redeemed before maturity

Maintaining Liquidity

Investments are made to fulfill financial goals. The best PMS services provider in India helps in maintaining liquidity so that you can redeem your investment in time of need.

Knowledge

The best Portfolio Management Services can help in reaching your financial goals. Apart from this it also helps investors in understanding their finances. By imparting continuous knowledge and investment strategies, it helps investors to understand how the funds work and helps in making informed choices.

Types of Portfolio Management Services

There are two types of Portfolio Management Services provided by the pms companies in india

Discretionary Portfolio Management Service:

In discretionary PMS service, it is the portfolio manager that independently and individually manages the funds and securities. Investors do not have to make any financial decisions. They inform the portfolio manager of their needs and the manager works following them.

Non-Discretionary Portfolio Management Service:

When the portfolio manager manages the funds in harmony with the directions of the client it is termed as a Non-Discretionary Portfolio Management Service.

9,137

Partners in 772 cities across India

58,505

Customers spread over 3,000 pincodes

48,54,653

Transactions Executed

Rs. 6,478

Crore- Transaction Value

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