PORTFOLIO MANAGEMENT SERVICE(PMS)
>AN IMPROVEMENT OVER MULTIPLE FUNDS.
>MINIMUM INVESTMENT OF RS. 50 LAKHS; CONSERVATIVE LONG-TERM INVESTING OUTLOOK OF MORE THAN 5 YEARS.
>FREE OF MANAGEMENT. Only performance fees;
>PROVEN INVESTMENT TRACK RECORD;
>EXPERIENCED MANAGEMENT TEAM; >REGISTERED WITH THE SECURITIES AND EXCHANGE BOARD OF INDIA (SEBI).
Cornerstone
Features of PMS
>A SEBI-approved substitute for mutual funds is PMS.You can receive better returns with the least amount of risk if you work with the correct manager.solely performance fees. No charge for management.
>A wider range of options and increased adaptability in the market.A minimum of Rs. 50 lakhs must be invested over five years.For the prudent long-term saver, supporting future family objectives, retirement, or the education of their children.Preferential tax rates apply to all securities market investments held for more than a year.
Integrity is our most valuable principle. We are always conscious that, at the end of the day, we are managing someone’s hard-earned assets, regardless of who our immediate client is. We work hard to earn their faith in our morality and abilities of stock market.
Our Principles
Client Focus: Financial professionals should always act in the best interests of their clients. This means putting the client’s needs first and avoiding conflicts of interest. They should prioritize the client’s financial goals over any potential sales commissions or bonuses.
Honesty and Integrity: Financial professionals must be honest and transparent in all their dealings with clients. This includes disclosing all material information, even if it’s negative, and avoiding any misleading or deceptive statements.
Confidentiality: Financial professionals have a duty to protect their clients’ confidential information. This includes personal data, financial information, and investment strategies.
Fair Dealing: Financial professionals should treat all clients fairly, regardless of their wealth or investment size. This means offering unbiased advice and avoiding any discriminatory practices.
Professional Competence
Continuing Education: The financial services industry is constantly evolving, so it’s important for professionals to stay up-to-date on the latest regulations, products, and investment strategies. This often involves ongoing education and maintaining relevant certifications of stock market.
What are the benefits of portfolio management services?
The advantages of choosing these services are listed below.
Professional assessment of your investment:
Your money is in the hands of experts when you use a Portfolio Management Service, which is one of the main advantages. The portfolio managers you have been assigned are knowledgeable professionals who know how to handle market volatility. They will effectively manage your portfolio with the goal of gradually growing your profit margin.
Tailored investment strategies:
The investment strategies are tailored by the portfolio managers according to your financial goals. They then adjust the plan according to your age, risk tolerance, income, and spending capacity.
Effective risk mitigation:
The main objective of a portfolio manager is to raise returns on your investment while lowering risk of stock market.
