Frequently asked questions

What is Portfolio Management Services (PMS)?
A Portfolio Management Service (PMS) is a service which provides professional management of investments to create wealth. It aims to cater to the investment needs of individuals or entities with high-net-worth value by providing them with investment solutions.
Who is a Portfolio Manager?
Why Portfolio Management Services (PMS)?
Why should I take PMS? (How is PMS different from MF?)
What is the minimum and maximum limit for investing in Portfolio Management Services?
How can I introduce my initial corpus?
Do you invest in Derivatives (Futures/Options)?
Do you indulge in day trading under the Portfolio Management Service?
What is the difference between discretionary portfolio management service and non- discretionary portfolio management service?
Who is an ideal PMS investor?
Who can sign up for PMS?
How is PMS different from a Mutual Fund?
What is the meaning of 'High Water Mark'?
What fees can a Portfolio Manager charge from its clients for the services rendered by him?
Whether the funds of clients availing PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
What is the minimum value of funds or securities that can be accepted by the Portfolio Manager from the client while opening the PMS account?
Can NRIs invest in the PMS?
What kind of reports can the client expect from the Portfolio Manager?
How frequently will I get updates on my PMS account performance?
What is the disclosure mechanism of the Portfolio Managers to their clients?
What are the rules governing the services of a Portfolio Manager?
Can a Portfolio Manager offer indicative or guaranteed returns?
What is the tax treatment in PMS investment?
Are there risks associated with PMS investments?
Where can an investor look for information on Portfolio Managers?

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Frequently asked questions