FAQ

The investment solution caters to a niche segment of clients. The clients can be individuals, HUFs or institutions with a high net worth. The offerings are ideal for investors who are:

Yes, you can transfer cash, stocks or a combination of both.

Clients will receive quarterly updates on the performance of the portfolio. Clients will be given access to a web portal where they can view their performance and NAV.

The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his / her tax advisor for the same.

Most Portfolio Managers allow one to choose between a fixed and a performance-linked management fee or a combination.

Fixed Fee: If one opts for the fixed fee, he may pay around 2.50% p.a. of portfolio value; this is usually calculated on a weighted average basis.

Performance linked Fee Option: In the performance linked fee option, there is a fixed fee of around 1.5% to 2% along with a percentage of your profit - usually 20% - earned over and above a threshold level, which may range between 8% and 10%. Apart from management fees, separate charges will be levied example brokerage charges.

Customers can withdraw funds anytime they want by giving a notice to us, as long as post withdrawal. However, we advise clients to give us at least a month’s notice to ensure that there is not too much of impact cost due to forced liquidation. Note that there will be an exit load fee if the funds are withdrawn within 3 years.