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Why PMS? |
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Leave it to the Experts |
Who's your Money Expert?
Your health, your accounts, your legal matters – you have professionals to manage all the thing that are most important to you. Do you have an expert to manage your hard-earned money?
Sharekhan’s Portfolio Management Services (PMS) use the expert management skills of our independent Fund Managers, backed by the expertise of 35 Financial Research Analysts, to get the best possible returns for you. |
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Disciplined Approach
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We are investing the funds and not just allocating to the sectors to achieve decent growth of the corpus. |
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We diversify the portfolio to reduce the risk. |
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We would like to be in stocks with less burden on Balance sheet and good earning visibility. |
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Detailed portfolio reports are
available at timely basis like. |
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Investment Summary |
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Portfolio Holding |
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Transaction Statement |
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Bank Book |
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Realised/Unrealised Gain
Loss Details |
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Fees Charged Statement
(Debit Note) |
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Corporate Benefit (Bonus /
Dividend / Right issues
declared, etc.) |
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Fund Manager's Report |
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Dedicated Client Servicing Team to address your queries. |
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Time is Money
Few Years ago you never imagined that you would have so much money. And never imagined that you would have so little Time.
Success has extorted a fee from you : Time
Leaving you very few hours for all the things you think are important. Which is why at Sharekhan Portfolio Management Services, we do not expect you to invest your precious time. |
Complete Transparency
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The third advantage of PMS is the transparent fee structure. With transparent fees and AMC charges there are no hidden costs. |
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Structurally Better
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Portfolio management services registered with SEBI are permitted to exit or enter 100% at any time as long as they don’t leverage and don’t do intraday trading. |
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The second big advantage of PMS services is that they can hold fewer stocks and be more aggressive in their stance towards stocks or sectors. |
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The third advantage of PMS is the transparent fee structure. With flat fees and AMC charges there are no hidden costs. |
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Click here to view Risk Disclosure Document
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