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Portfolio Management Services
PMS (In General)
Benefits
PMS with ACMIIL
A Portfolio in Securities Market refers to basket of securities that a person has invested into. Sometimes this includes Debt Instruments, Mutual Funds and even Bank Balance in addition to regular equities.
The person designated to manage the portfolio is called Portfolio Manager. The Portfolio Manager advises, manages and administers the securities and funds on behalf of the entrusting client.
The service is offered by a Portfolio Manager under a specific license from Securities and Exchange Board of India.
This service is very similar to the one provided by Mutual Fund Managers.
The difference between a Portfolio Management Service (PMS) and Mutual Fund (MF) is that of customization. In most cases, MFs have preset schemes and investors join and exit those schemes at various points of time at prevailing Net Asset Values (NAV). Under PMS, the Client and the Portfolio Manager chart out specific needs of the client and the Portfolio Manager manages the Portfolio in accordance with those needs. Sometimes the Portfolio Manager may also have separate ready schemes for the client to choose from. As a result of this customization, client, with his specific needs, benefits. The service level in the form of reporting transactions, holdings statements etc., also are comparable or even better than that of a mutual fund.
In short, a Portfolio Manager manages client's wealth more effectively, reduces risk by diversifying across assets/ sectors and endeavors to improve returns. The Portfolio Manager’s endeavor is to target best combination of risk/return and asset class/security given the universe as per the client's need definition.
The Portfolio Management Service displays what is happening with your funds, where it is being invested and how much is being invested from time to time.
Benefits
Defines the customized risk and return
Disciplined approach in investing
Constant Portfolio monitoring
Professional Management
Diversification
Transparency
Flexibility
Well informed Client
Investor Classification
We classify investors as Aggressive, Moderate or Conservative investors. This is done based on risk preferences, portfolio size v/s total wealth, age profile, cash- flow and through a detailed questionnaire. We adopt appropriate strategies for each client.
Types of Portfolio Management Services:
PMS are of three types namely:
Discretionary
Non-discretionary
Advisory
Portfolio Management Services for Non-Resident Indians (NRI's)
Portfolio Transaction, and Holdings information:
You can check your Net Asset Value (NAV) on a daily basis by logging in to our website.
Fee Structure of Portfolio Management Service
To know more on the fee structure as also minimum amount of investment, you may get in touch with our Relationship Manager.
Contact Details:
Megha B. Shah – 022 2858 3351 / 93246 62693
Email:
pms.marketing@acm.co.in
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