Generally, a portfolio represents a collection of investment tools like budget, investor income, bonds, mutual funds, shares, and stocks. If you are pretty sure about investing in the stock market, you should need to manage your portfolio very well. We will read about the best PMS in India in this article.
Parameters For Deciding The Top PMS In India
In this article
- Experience and goodwill
- Services and support
- Charges
- Number of clients
- Returns performance
1. ASK
ASK PMS is one of the leading asset management industries in India. This broking house typically manages investment values across multiple ‘discretionary’ investment portfolios. The performance of investment portfolios drives the growth of this company.
ASK PMS: Overview
Types Of ASK PMS
This portfolio management service is of two types, which include.
- Discretionary PMS
- Non – Discretionary PMS
Normally the client selects discretionary PMS because, in this option, the entire account is handled and manage via the portfolio manager of ASK PMS.
Strategies Of ASK PMS
ASK PMS house offers multiple portfolio management services tricks. The company looks after the below strategies.
- Small – Midcap Strategy
- Diversified Strategy
- Large Cap Strategy
ASK PMS Returns
In the table below, we have mentioned the ASK PMS returns.
ASK PMS Charges
The charges of ASK PMS are mentioned below.
Benefits Of ASK
Below are some of the benefits which you can enjoy after getting associated with ASK PMS.
- Massive experience
- Flexible Investment Plans
- Flexible Commission Model
- Detailed View
- Portfolio View
- Watsapp View
- SMS Updates
- Email Updates
- back Office Reports
- Top – Up Facility
2. Motilal Oswal
This is one of the best PMS services in India. They are blessed with the largest full-service stockbroker in the country. They are among those broking houses which have their presence in the stock market. Motilal Oswal is one of the oldest players and is well known for their PMS performances.
Customer Reviews And Rating (Out Of 5)
Motilal Oswal PMS: Overview
Types of Motilal Oswal PMS
This portfolio management service is of two types, which include.
- Discretionary PMS
- Non – Discretionary PMS
Strategies Of Motilal Oswal
Motilal Oswal PMS house offers multiple portfolio management services tricks. The company offers the below strategies.
- Small – Midcap strategy
- Diversified Strategy
- Large Cap Strategy
Motilal Oswal PMS Returns
In the table below, we have mentioned the ASK PMS returns.
Motilal Oswal PMS Charges
The charges of Motilal Oswal PMS are mentioned below.
Benefits Of Motilal Oswal PMS
Below are some of the benefits which you can enjoy after getting associated with Motilal Oswal PMS.
- Massive experience
- Flexible Investment Plans
- Flexible Commission Model
- Detailed View
- Portfolio View
- Watsapp View
- SMS Updates
- Email Updates
- Back Office Reports
- Top – Up Facility
3. Marcellus
This I among the highly renowned broking company of India. The company has good experience in the portfolio management sector. It is also registered under SEBI (Securities Exchange Board Of India). They have the PMS model, which is the leading model of broking companies. They also have a huge list of smart portfolio managers who generally look after PMS business.
Customer Reviews And Rating (Out Of 5)
Marcellus – Overview
Types Of Marcellus PMS
This portfolio management service is of two types, which include.
- Discretionary PMS
- Non – Discretionary PMS
Strategies Of Marcellus PMS
Marcellus PMS house offers various PMS tricks. The company offers the below strategies.
- Small – Midcap strategy
- Diversified Strategy
- Large Cap Strategy
Marcellus PMS Returns
In the table below, we have mentioned the ASK PMS returns.
Marcellus Charges
The charges of Marcellus PMS are mentioned below.
Benefits Of Marcellus PMS
Below are some of the benefits which you can enjoy after getting associated with Marcellus PMS.
- Massive experience
- Flexible Investment Plans
- Flexible Commission Model
- Detailed View
- Portfolio View
- SMS Updates
- Email Updates
- Back Office Reports
- Top – Up Facility
4. Porinju Veliyath Equity Intelligence
This is one of the leading and supreme portfolio management services offered to Indian customers. They are to stock broking house, established in 2001. They are also registered in the list of stockbroking companies. This company has gained huge popularity in the stock market. They are well known for their PMS model
Customer Reviews And Rating (Out Of 5)
Porinju Veliyath Equity Intelligence PMS – Overview
Types Of Porinju Veliyath Equity Intelligence
This portfolio management service is of two types, which include.
- Discretionary PMS
- Non – Discretionary PMS
Normally, the client selects discretionary PMS because, in this option, the entire account is handled and managed via Porinju Veliyath Equity Intelligence PMS’s portfolio manager.
Strategies Of Porinju Veliyath Equity Intelligence PMS
Porinju Veliyath Equity Intelligence PMS house offers various portfolio management services strategies. Below is the list for the same.
- Small – Midcap Strategy
- Diversified Strategy
- Large Cap Strategy
Porinju Veliyath Equity Intelligence PMS Returns
In the table below, we have mentioned the Porinju Veliyath Equity Intelligence PMS returns.
Porinju Veliyath Equity Intelligence PMS Charges
The charges of Porinju Veliyath Equity Intelligence PMS are mentioned below.
Benefits Of Porinju Veliyath Equity Intelligence PMS
Below are some of the benefits you can enjoy after getting associated with Porinju Veliyath Equity Intelligence PMS.
- Massive experience
- Flexible Investment Plans
- Flexible Commission Model
- Detailed View
- Portfolio View
- SMS Updates
- Email Updates
- back Office Reports
- Top – Up Facility
Debt PMS In India
This is generally a long term income and capital appreciation. They have a fund management team who does extensive research to find emerging and promising business for investing your money. They have the objective of generating a long term benefit and provides high income.
What Makes Debt PMS Unique?
Below are the points because of which Debt PMS is one of the unique PMS in India.
- Diversified across instruments and sectors to mitigate risk.
- Schedule cash flows for investors after each quarter.
- Offers regular high yield than normal bank FD.
Advantages Of Debt PMS
- Complete transparency – They offer comprehensive performance reporting via marquee third-party custodian.
- They offer flexibility for investing in a huge array of debt papers.
- The investment strategy is customized.
FAQs
1. Who can be the PMS investors?
Inverter in PMS can be individuals or institutions.
2. Is the payment upfront in PMS?
Yes, the payment in PMS needs to be made upfront. Depending on each PMS, there is a minimum payment that you need to make. After that, additional amounts can be paid in multiples of INR 1,00,000.
3. What is an ideal time horizon for investing?
The ideal time horizon for investment is a minimum of 3 years; however, you can increase the term as per your need.
4. Is the forex card safe?
Yes, a Forex card is the safest method to carry money globally. Below are some of the benefits
1. You will get a free insurance cover which will help you in case of mishappening.
2. You can easily carry multiple currencies on a single forex card.
3. The card is safe and easy to handle.
4. This provides a shield from currency fluctuation.
5. In case your card is lost, you can easily block it, and the balance money will be safe.
6. Carrying a card is very convenient, and a PIN protects it.
7. Can we use a forex card in India?
No, You will not be able to use the Forex card in India, Bhutan, and Nepal. They are meant to be used while traveling abroad.
8. Can a Forex card be used for making online payments?
Yes, you can easily use your forex card for making payments online. Their usage is similar to a credit card. You just need to enter a few details of the card, and you are done.
9. What is the cost of buying a forex card?
You need to pay only a normal loading and issuing fee for getting a forex card. This may vary from one bank to another or the type of forex card you are buying. Also, when you are applying for a Forex Card, you need to make payments in Indian currency, and after that, you can load any currency that wants.
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