In our daily routine life, we all expect greater returns from our investments and we often don’t have enough time to effectively and regularly manage our investments into different asset classes. Specially, equity investments require regular monitoring to get the effective returns. That is when InvestoRight can offer you the customized solutions to manage your money with you focusing on your work and family.
PMS is a tailor made professional services offered by InvestoRight for customised solutionsto cater the investments objective of different investor classes.
Portfolio Management Services (PMS) as an investment solution has been a popular choice amongst High Net Worth Individuals (HNIs) ever since the Market watchdog, SEBI, has tightened regulations.
Our clients will own all the equity and debt assets. We take all the investment decisions on your behalf. You will receive regular updates and a detailed report on your portfolio, allowing you to track its activity and performance.
Our clients are charged based on the real addition in the capital introduced by us. This is a unique characteristic which offers a low-cost opportunity for optimisation of returns generated by competent portfolio managers with robust track records.
Moreover, factors such as transparency of charges, better access to information, high chances of spotting opportunities at early stages of investment, makes PMS a must-have in every HNI’s portfolio for comfortable journey to taking advantage of India Growth story.
- Comprehensive reporting to maintain complete transparency in managing your portfolio
- You can use your current securities / shares to make investment in PMS Account. Minimum Investment Amount: Rs 25 Lac
- is open for all Indian nationals, and residents. NRIs will have to open a PIS Account as required under RBI guideline sin order to invest in the PMS scheme.
- Audited tax statement of his portfolio annually, can be used to calculate the tax liability and for filing the income tax returns
- You can withdraw your profit anytime.
- Hassle-free portfolio management with transparency of fees charged.