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Portfolio Management Services
Portfolio Management Services (PMS) is an investment option regulated by SEBI, where you need to invest a minimum of ₹50 lakh in the stock market. The shares are bought and sold directly in your demat account, ensuring transparency. It’s important that the fund manager handling your PMS has at least 5 years of experience in the field.
However, one thing to keep in mind is that you’ll need to pay taxes whenever the fund manager books profits on your behalf. We’ve partnered with a select group of PMS providers that we trust and believe offer something unique compared to typical mutual funds. Since many PMS options haven’t consistently outperformed mutual funds, we are very careful in choosing the right fund managers.
PMS also offers greater flexibility than mutual funds, allowing fund managers to take larger positions in stocks—more than 10%—and use strategies to minimise losses when the market is down. This makes PMS a more tailored and potentially advantageous investment approach.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN 305993 | Date of initial registration – 20/08/2024 | Current validity of ARN – 19/08/2027