{"id":3965,"date":"2022-07-30T09:19:34","date_gmt":"2022-07-30T09:19:34","guid":{"rendered":"https:\/\/lxme.in\/?p=3965"},"modified":"2024-07-23T09:50:13","modified_gmt":"2024-07-23T09:50:13","slug":"portfolio-management-service-advancedinvestor-2","status":"publish","type":"post","link":"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/","title":{"rendered":"Portfolio Management Service #AdvancedInvestor"},"content":{"rendered":"\n<p>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!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_75 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/#What_are_the_parameters_to_evaluate_PMS\" >What are the parameters to evaluate PMS?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/#How_is_PMS_different_from_Mutual_Funds\" >How is PMS different from Mutual Funds?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/#What_are_the_withdrawal_rules_of_PMS\" >What are the withdrawal rules of PMS?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/#How_can_an_NRI_invest_in_PMS\" >How can an NRI invest in PMS?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/#Where_can_an_investor_seek_redressal_for_their_grievance\" >Where can an investor seek redressal for their grievance?<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_are_the_parameters_to_evaluate_PMS\"><\/span><strong>What are the parameters to evaluate PMS?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>&#8211; Portfolio Manager&#8217;s experience<\/p>\n\n\n\n<p>&#8211; Portfolio Manager&#8217;s Fee<\/p>\n\n\n\n<p>&#8211; Portfolio Manager&#8217;s Customer Base<\/p>\n\n\n\n<p>&#8211; Portfolio Manager&#8217;s Investment Strategy<\/p>\n\n\n\n<p>&#8211; Lock-in period and Exit Load<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_is_PMS_different_from_Mutual_Funds\"><\/span><strong>How is PMS different from Mutual Funds?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Unlike mutual funds, the investors\u2019 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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_are_the_withdrawal_rules_of_PMS\"><\/span><strong>What are the withdrawal rules of PMS?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_can_an_NRI_invest_in_PMS\"><\/span><strong>How can an NRI invest in PMS?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Where_can_an_investor_seek_redressal_for_their_grievance\"><\/span><strong>Where can an investor seek redressal for their grievance?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>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 (<a href=\"https:\/\/scores.gov.in\/scores\/Welcome.html\" target=\"_blank\" rel=\"noopener\">SEBI Complaints Redress System<\/a>) or by sending their complaints to the address given below.<\/p>\n\n\n\n<p>Office of Investor Assistance and Education,<br>Securities and Exchange Board of India,<br>SEBI&nbsp;Bhavan II,<br>Plot No. C7, &#8216;G&#8217; Block,<br>Bandra-Kurla Complex, Bandra (E),<br>Mumbai &#8211; 400 051<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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? &#8211; Portfolio Manager&#8217;s experience &#8211; Portfolio Manager&#8217;s Fee &#8211; Portfolio Manager&#8217;s Customer Base &#8211; Portfolio Manager&#8217;s Investment Strategy &#8211; <a href=\"https:\/\/lxme.in\/v1\/portfolio-management-service-advancedinvestor-2\/\" class=\"more-link\">&#8230;<span class=\"screen-reader-text\">  Portfolio Management Service #AdvancedInvestor<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":3969,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[667],"tags":[30,241,235],"class_list":["post-3965","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-money-hacks","tag-investing","tag-money-habits","tag-portfolio-management"],"acf":[],"_links":{"self":[{"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/posts\/3965","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/comments?post=3965"}],"version-history":[{"count":9,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/posts\/3965\/revisions"}],"predecessor-version":[{"id":6955,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/posts\/3965\/revisions\/6955"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/media\/3969"}],"wp:attachment":[{"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/media?parent=3965"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/categories?post=3965"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lxme.in\/v1\/wp-json\/wp\/v2\/tags?post=3965"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}