Dear Sherus,
Enablers for better client conversations around PMS offerings is an initiative to help you sail through client conversations and improve your own understanding on some aspects of portfolio management services.
For your easy reference we have collected all the enablers pertaining to portfolio management services published so far (empaneled with 6 product providers till now) in this one mail and these can be easily accessed at your convenience through the links provided.
We will continue to update this compendium on an ongoing basis for updates as and when we empanel ourselves with more product providers. So watch this space for more.
Enablers at a glance
| Output | Purpose | Target Group | Frequency of update |
| PMS Sales Enablers | |||
| PMS Sales Process | This manual serves as a guiding document for frontline and any other channel involved with the activity of sales of third party PMS products. | Frontline only (internal) | Adhoc |
| PMS Fee Structure | This sheet provides the fee structure across the PMS product providers that we have empaneled with. | Frontline only (internal) | Adhoc |
| Client On-boarding Process |
This note details the process of on-boarding clients at respective Product Provider | Frontline only (internal) | Adhoc |
Prime Picks PMS: |
SK Prime Picks performance and strategy details | Frontline only (internal) | Monthly |
| Prime Picks Sample Form | Sample of PMS Account Opening Form for in-house PMS portfolio (Prime Picks) that will help you guide the client in filling up the form accurately | Frontline only (internal) | Adhoc |
| Equirus PMS: Corporate Profile Product Presentation Long Horizon Fund Factsheet |
The presentation consists of complete details of the Equirus Long Horizon Fund along with a detailed presentation on their corporate profile | Sharekhan One Segment only (internal) | Monthly |
| White OAK PMS:
India Pioneers Equity – Product Presentation |
The presentation consists of complete details on the strategy of White OAK PMS along with their performance | Frontline only (internal) | Monthly |
Purnartha PMS: Pratham Fund - Product Presentation |
Purnartha PMS performance and strategy details | Frontline only (internal) | Monthly |
ICICI Prudential PMS: Flexi Cap (Growth Leaders) Strategy: Pipe Strategy: |
The presentation consists of complete details on the strategy of ICICI Prudential Flexi Cap PMS along with their performance | Frontline only (internal) | Monthly |
Sundaram PMS: Self Portfolio – Self Portfolio – Product Sheet |
The presentation consists of complete details on the strategy of Sundaram PMS along with their performance | Frontline only (internal) | Monthly |
Marcellus PMS: Consistent Compounders – |
The presentation consists of complete details on the strategy of Marcellus Investment Managers along with the strategy performance | Frontline only (internal) | Monthly |
Third Party PMS: |
This file is a compilation of complete data for all the third party PMSs that we have empanelled with till now | Frontline only (internal) | Adhoc |
| List of Custodians across PMS | The sheet provides the list of custodian banks for the PMSs that we have tied up. The document is created for the ease of NRI investments | Frontline only (internal) | Adhoc |
We urge you to use the resources actively in your client engagement.
Also suggest topics on which you need support and share your feedback on the enablers at Sudhakar Ringane (Sudhakar.Ringane@sharekhan.com) or Jenny Parekh (jenny.parekh@sharekhan.com).
Client conversation master kar, Sharekhan kar!
Regards,
Team Investment Solutions
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Registered Office: Sharekhan Limited, The Ruby, 18th Floor, 29 Senapati Bapat Marg, Dadar (West), Mumbai 400 028, Maharashtra, India.
Tel:022 - 67502000. Sharekhan Ltd.: SEBI Regn. Nos.: BSE / NSE / MSEI (CASH / F&O / CD) / MCX - Commodity: INZ000171337; DP: NSDL/CDSL-IN-DP-365-2018; PMS: INP000005786; Mutual Fund: ARN 20669; Research Analyst: INH000006183; For any complaints email at igc@sharekhan.com.
Compliance Officer: Ms. Binkle R. Oza; email id: compliance@sharekhan.com;Tel: 022-62263303.
Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please refer the Risk Disclosure Document issued by SEBI and go through the Rights and Obligations and Do’s and Dont’s issued by Stock Exchanges and Depositories before trading on the Stock Exchanges.