“Money is a terrible master but an excellent servant.”
— P.T. Barnum
Portfolio Management Services by Prime Finvest Services
Portfolio Management Services (PMS) is an investment vehicle provided by competent portfolio managers. The intention of portfolio management services is to achieve the required rate of return within the desired level of risk. This service is designed in a manner that meets your needs whilst adhering to the risks, rewards and the goals set by you. We aim to make wealth- growth convenient and sustainable for all.
- As per SEBI guidelines, a minimum investment of INR 50 Lakhs towards a portfolio management service is required.
- The portfolio can consist of stocks, mutual funds, fixed income instruments, commodities, real estate, structured products and cash.
- We provide comprehensive communication and performance reporting to the investors with continuous monitoring giving higher returns.
Types of PMS services provided – Discretionary / Non-discretionary (Advisory)
Fee Structure – Generally, the fee structure for portfolio management service is flexible in nature and gives the client the advantage of choosing between a fixed management fee and/ or a performance-linked fee structure. The method of charging is however decided at the inception and documented in the agreement.
The PMS clientele has seen a healthy growth of 25.5% CAGR in the last five fiscals. The Total AUM in PMS as of March 2020 stands at Rupees 18 trillion crore out of which Discretionary PMS forms a large chunk (around 83%) of the total assets which includes investments made by EPFO too.
To know more about our Portfolio Management Services and plans, connect with us today!
Contact
Arnab Mitra
- Call Us: +91 98300 09885
- Whatsapp: +91 7604094166
- Mail Us:guidance@primefinvestservices.com