portfolio management for investors

If you have read the first two blogs from our PMS series, you know almost everything about it already. If you still want to learn more, check this out!

What are the parameters to evaluate PMS?

– Portfolio Manager’s experience

– Portfolio Manager’s Fee

– Portfolio Manager’s Customer Base

– Portfolio Manager’s Investment Strategy

– Lock-in period and Exit Load

How is PMS different from Mutual Funds?

Unlike mutual funds, the investors’ assets here are not pooled into one large fund. Portfolio Management Service (PMS) uses a separate bank account and Demat account for each client. The minimum investment amount is Rs 50 lakh for PMS. You can see the portfolio daily through your Demat account. PMS products can be customized to meet special customer requirements.

What are the withdrawal rules of PMS?

The client may withdraw partial amounts from his portfolio, following the terms of the agreement between the client and the Portfolio Manager. However, the value of an investment in the portfolio after such withdrawal shall not be less than the applicable minimum investment amount.

How can an NRI invest in PMS?

NRIs can invest in the PMS through the NRE or NRO accounts. There are some additional compliance/documentation requirements for NRI clients. Our relationship manager will help the NRI client with this documentation.

Where can an investor seek redressal for their grievance?

In case of non-redressal of the complaint by the Portfolio Manager, investors can approach SEBI for redressal of their complaints. Investors may lodge their complaints through SCORES (SEBI Complaints Redress System) or by sending their complaints to the address given below.

Office of Investor Assistance and Education,
Securities and Exchange Board of India,
SEBI Bhavan II,
Plot No. C7, ‘G’ Block,
Bandra-Kurla Complex, Bandra (E),
Mumbai – 400 051

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