Portfolio management services (PMS)
The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth. The Portfolio Manager’s investment philosophy underlines maximizing the risk-adjusted returns depending on the client’s risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.
- Experienced Fund Managers
- Strong and Active Risk Management
- Disciplined Approach
- Complete Transparency
- Active Monitoring
- Convinience
- Quality Stock Selection
- Diversified Portfolio Management to reduce risk
Open demat account
Why choose us for portfolio management services
- Multiple Product Offerings
- Switch from one strategy to another
- Access your PMS investment anytime
- Monthly performance reports
- Asset Diversification
- Transparent Fee Structure
- Dynamic Portfolio Rebalancing
- Real time access
Invest in equity & financial derivatives
Portfolio Management Services is a professional service that’s offered by stock brokers like Kotak Securities. Here’s the meaning of Portfolio Management Services.
It is a management service offered by a stock broker, where experienced fund managers and stock market professionals are assigned to you to monitor your investment portfolio and make the necessary changes required to ensure that your investments provide you with the expected returns. PMS helps maximize returns and minimize risk.
Now that you know the meaning of PMS, there are two different types that are typically offered by Kotak Securities – discretionary PMS and non-discretionary PMS.
Portfolio Management Services that focus only on portfolios that invest in equity are generally referred to as PMS equity.
The profits that you gain from using Portfolio Management Services are assumed to be capital gains. And so, the tax treatment of portfolio management schemes will be in line with the taxation rules for capital gains, which is 15% for short-term capital gains and 10% for long-term capital gains.
To open a PMS account with Kotak Securities, you would need to sign the PMS agreement, power of attorney agreement, a new demat account open form and produce documents such as PAN card, Identity proof and address proof. Kindly reach out to us for more information.
In discretionary portfolio management services, the professional in-charge of an investment portfolio manages the funds and securities independently without the involvement of the client.
In a non-discretionary portfolio management service, the professional in-charge of an investment portfolio manages the funds and securities according to the client’s directions and input.
Individuals and corporate entities with a high net-worth, who are looking for customized investment solutions that are designed to satisfy their needs and requirements are ideal PMS investors.
No. Neither a PMS or a portfolio manager can impose any lock-in on a PMS investor. Instead, they can charge an exit fee in the event of an early exit.
In the case of Kotak Securities PMS, the minimum amount of investment is Rs.50 lakhs.
If you wish to invest in PMS, there’s no maximum limit to the investment that you can make. However, there are minimum investment limits that you would need to satisfy to be able to invest in the PMS stock market.
PMS investment is a good option for individuals and corporate entities with a high net-worth. Since it is managed professionally by experienced portfolio managers, you don’t have to worry about constantly monitoring your investments to ensure that it delivers consistent returns.
That’s not all. If you wish to invest in PMS, you also get to enjoy active and regular reviews, good risk management, ample diversification for risk reduction, and quality stock selection. All of this makes PMS a very good investment avenue.
