y Portfolio managers manage the stocks. bonds. and mutual funds of clients considering their personal investment goals and risk preferences.WHAT IS A PMS y Portfolio management service (PMS) is a type of professional service offered by portfolio managers to their client to help them in managing their money in less time. .

. y Lack of time is one of the most important decisions in management of portfolio is the asset mix decision.minute-information in the investment market. y To invest in profitable avenues. It takes lot of technical analysis to make an efficient and high-return portfolio.WHY DO WE NEED A PMS y Portfolio management process is a complex process with various steps to be followed. you require having access to every.

It is his client's duty to provide him a level of flexibility so that he can manage the investment with full efficiency and effectiveness.BENEFITS OF PMS y Asset Allocation: Asset allocation plan offered by Portfolio management service PMS helps in allocating savings of a client in terms of stocks. bonds or equity funds. y Timing: portfolio managers preserve client's money on time. saving pattern. . This means. portfolio manager provides their expert advice on when his client should invest his money in equities or bonds and when he should take his money out of a particular saving plan. and risk taking capacity. The plan is tailor made and is designed after the detailed analysis of client's investment goals. y Flexibility: portfolio managers plan saving of his client according to their need and preferences.

y Portfolio management service (PMS) also help in managing tax of his client based on the detailed statement of the transactions found on his portfolio. the client can interact with his appointed portfolio manager on monthly basis.SERVICES PROVIDED THROUGH PMS y portfolio managers works as a personal relationship manager through whom the client can interact with the fund manager at any time depending on his own preference. . y Portfolio management service (PMS) handles all type of administrative work like opening a new bank account or dealing with any financial settlement or depository transaction. y The client can discuss on any major changes he want in his asset allocation and investment strategies. y To discuss any concerns regarding money or saving.

PMS CRITERIA OF VARIOUS FIRMS .

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a.5% y 20% profit sharing after 15% ProTech (Technical) y Minimum Investment-5 Lakhs y Lock In:6 months y Charges: y 0% Amc fees y Brokerage:0. y Amc fees charged every quarter y Brokerage:0.ProPrime (Fundamental) y Minimum Investment-5 Lakhs y Lock In:6 months y Charges: 2. profits on a quarterly basis.05% y 20% profit sharing on booked hurdle crossed end of every fiscal. .5% p.

Indian:5 Lakhs NRI :25 Lakhs y Flat fee 1% p.a .e Rs 4125 for that quarter.5 lacs i.(0.(0.a .75% is charged on 5. y At the completion of the year.Scheme 1 y Minimum Investment : Scheme2 y Minimum Investment : Indian:5 Lakhs NRI :25 Lakhs y Flat fee 3% p. .if the ROI is more than 12% of investment 20% of the gains over and above 12% is charged as performance fee.25% per quarter) If the amount invested is 5lacs and the Nav at the end of the first quarter is 6lacs a fee of 0.75% per quarter) y For eg.

RETURNS .