Portfolio Management Service PMS is a tailor made professional service offered to cater the investments objective of different investor classes, like Individuals or Institutions entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth. Portfolio Management Service (PMS) is to high net worth (HNIs) and Institutions who want a personalized management of their finances.
Our aim is to create a portfolio that suits your requirements; therefore we will first seek to understand a client’s needs and investment objectives, and on that basis offer a portfolio that best suits these financial goals, time horizon, risk appetite and investment outlook. PMS offerings range across different asset classes like Equity, Debt etc., with multiple options for each asset class… PMS has different investment strategies like dynamic asset allocation and portfolio rebalancing, large cap, midcap, multicap diversified investment strategies etc.
- Experienced and Professional fund management team
- Constant Portfolio Tracking
- Strong and Active risk management
- Convenience: Flexibility to switch from one strategy to other
- Transparency through Performance Statements, Portfolio Holding Reports, Transactions Statements, Capital Gain/Loss Statements.
- Personalized Approach
- Diversification of portfolio for adequately spreading equity related risks.
- Active and regular monthly review and portfolio rebalancing
- Additional purchase facility & Partial Withdrawal facility
1. Will it help me on my tax status?
:- PMS provide each investor an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and hence forth filing returns. However, we advise all investors to consult their tax consultant before filing of their tax returns.
2.How can I monitor the performance of my portfolio?
:- As a part of PMS offering the investors normally periodically get reports: -Account Performance Statement, Holding Statement, Transaction Statement, Capital Movement Statement, Debit Note, Taxable Gain/Loss statement, Clients are provided with a login id and password which will enable 24*7access to the details of the investments on click of a button. Audited reports will be sent to all clients annually after March-year-end audit is completed.
3.What kind of returns can I expect?
:- Portfolio Management Service offers various products to suit individual investment objectives. Over long term, equities have outperformed other asset classes. However the future returns may vary based on market risks.
4.What is the time horizon and is there a lock-in period?
:- The lock-in period varies depending on which product you include in your portfolio and company.
5.What if I terminate PMS?
:- You can terminate from PMS, as per terms, conditions, charges as agreed upon would be applicable.
6.Which product would be most suitable for me?
:- We will first understand investors risk profile and expectations, and then develop an investment strategy that best suits investor’s needs.
7.Do I have to keep a track on investments and take part in investment decision making process?
:- The portfolio manager manages your portfolio without having to bother you with the day to day decisions. The portfolio manager takes all the investment decisions on your behalf. You will receive regular updates and a detailed report on your portfolio, allowing you to track its activity and performance
8.Can I specify sectors that I want or don’t want to hold?
:- The discretion to invest primarily lies with the portfolio manager. However at the time of giving us the portfolio you can give us list of securities, sectors, etc. which you do not/cannot invest in your portfolio due to reasons like conflict of interests, religious beliefs etc.
9.Can I book my profits partially any time?
:- Yes, you can withdraw your profit anytime you want, provided your portfolio‘s value does not fall below the prescribed limit of Rs. 25 Lacs, as per SEBI regulations.
10.How can I add further investments to my existing PMS account?
:- Yes. You can, pay by cheque, RTGS / NEFT etc.
11.Can I use my current DEMAT holdings of stocks to make investment in PMS account?
:- Yes. You can use your current securities / shares to make investment in PMS Account, but these will have to be liquidated and the sale amount should be minimum Rs. 25,00,000.
12.Can a NRI avail of the Portfolio Management Service?
:- The PMS is open for all Indian nationals, resident or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guideline sin order to invest in the PMS scheme.
13.Can I open a PMS account with a combination of cash and stocks?
:- Yes. The initial portfolio of securities/ shares will be re-aligned as per the model portfolio.
14.Who can open a PMS Account?
:- You can open a PMS account with us, if you are:
2.A Hindu Undivided Families
3.An Association of Persons
4.A Limited Companies
5.An NRI, overseas company – firm – society or an overseas trust (subject to RBI approval)
15. Are there risks associated with PMS investments?
:- Yes. All investments involve a certain amount of risk, including the possible erosion of the principal amount invested, which varies depending on the security selected.
16.How do I open a portfolio management service account (PMS)?
:- You can open a PMS account by emailing or calling us on email@example.com or on +91 98 22 403 407. You can visit us on www.sanriya.in
17.Who offer PMS ?
:- PMS are offered by banks, brokerages, independent investment managers and asset management companies. To get PMS service help is available with Investment / Financial Advisors –brokers-IFA –Consultants-distributors-financial planner. In pune and mumbai home service available.
Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the PMS (PMS) will be achieved. Investors in the PMS Product are not being offered any guaranteed/assured returns. Past performance of the portfolio manager does not indicate the future performance for any of the strategies.
Home Service Available in following areas:
Akurdi Pune, Ambegaon Bk. Pune, Anandnagar Pune, Armament Pune, Aundh Pune, Aundh Camp Pune, B S Dhole Patil Path Pune, B. T. Kawade Road Pune, Balewadi Pune, Baner Pune, Bavdhan Pune, Bhandarkar Rd Pune, Bhawani Peth Pune, bhosale nagar pune, Bhosari (Indus.estate) Pune, Bhosari Gaon Pune, bhosari pradhikaran pune, bhugaon pune,bhusari colony pune, Boat Club Road Pune, bharti vidyapeeth pune, Bopodi Pune, Bund Garden Road Pune, C.M.E. Pune, Camp Area Pune, Chakan Pune, chandan nagar pune, Chinchwad (East) Pune, chikhali pune, Chinchwad Gaon Pune, Dange Chawk Pune, Dapodi Pune, Deccan Pune, Deccan Gymkhana Pune, Dhankawadi Pune, dahanukar colony pune, Dhanori Pune, Dhayari Pune, Dighi Camp Pune, Dhole Patil Road Pune, Dunkirk Line Pune, Erandwana Pune, Ex. Service man colony Pune, Fatima Nagar Pune, Ferguson College F C Road Pune, fursungi pune, Ganesh Peth Pune, Ganeshkhind Pune, Ghorpadi Rd. Pune, Ghorpuri Lines Pune, gahunje pune, Gokhale Nagar Pune, Gultekdi Pune, Guru Nanak Nagar Pune, Hadapsar Pune, handewadi pune, Hinjewadi Pune, I.A.F. station Pune, I.A.T. Pune Pune, Jangali Maharaj J M Road Pune, Kalewadi Pune, Kalyani Nagar Pune, Karve Nagar Pune, Karve Road Pune, Kasarwadi Pune, Kasba Peth Pune, keshav nagar pune, Katraj Pune, Khadaki Pune, Khadakwasala Pune, Kharadi Pune, kiwale pune, Kondhwa Pune, Koregaon Park Pune, Koregaon Park Annexe Pune, Kothrud Pune, law college pune, Laxmi Rd. Pune, Lohegaon Pune, lulla nagar Pune, M.G. Road. Pune, Magarpatta Road Pune, Manjari Pune, Market Yard Pune, Model Colony Pune, Modi Colony Pune, Moshi Pune, mohamadwadi pune, Mukund Nagar Pune, Mumbai Pune Road Pune, Mumbai-bangalore Highway Pune, Mundhwa Pune, Municipal Colony Pune, N.C.L. Pune, N.D.A. Pune, N.I.B.M. Pune, Nagar Road Pune, Nana Peth Pune, Narayan Peth Pune, Narayangoan Pune, Narhe Pune, new sanghavi pune, Navasahyadri Pune, Netaji Nagar Pune, NIBM road Pune, nigadi pune, Parvati Pune, Pashan –sus Pune, paud raod pune, Phursungi Pune, Pimple Gurav Pune, Pimple Nilakh Pune, Pimple Saudagar Pune, Pimpri Pune, Pimpri Chinchwad Pune, Pimpri Chinchwad Pune, Pimpri Colony Pune, Pimpri Penicillin Factory Pune, pirangut pune, Pingle Vasti Pune, Pisoli Pune, Prabhat Road Pune, Pratik Nagar Pune, Pune Airport Pune, Pune Cantonment Pune, Pune City H.O. Pune, Pune H.O. Pune, Pune University Pune, Rahatani Pune, Range Hill Pune, ravet pune, Revenue Colony Pune, Ruby Hall Hospital Pune, S.P. College Pune, S.R.P.F. Pune, S.S.C. Board Pune, Sadashiv Peth Pune, sahakar nagar pune, Salisbury park pune, salunke vihar pune, sasane nagar pune, satara road pune, Sadhu Vaswani Path Pune, Sakal Nagar Pune, Sangamvadi Pune, Senapati Bapat S B Road Pune, Shaniwar Peth Pune, Shankar Shet Road Pune, Shastri Nagar Pune, Shivaji Hsg Society Pune, Shivaji Nagar Pune, Shivajinagar H.O. Pune, Shukrawar Peth Pune, Sindhi Colony Pune, Sinhagad Road Pune, Somwar Peth Pune, Sopan Baugh Pune, Sutarwadi Pune, Swargate Pune, Tadiwala Road Pune, Talegaon Pune, tathawade pune, thergaon pune, tingare nagar pune, Undri Pune, Vadgaon Budruk Pune, Viman Nagar Pune, Vishrantwadi Pune, Wadgaon Budruk Pune, Wadgaon Sheri Pune, Wagholi Pune, Wakad Pune, Wanawadi Pune, Wanowrie Pune, Warje Malwadi Pune, Wilson Garden Pune, Yerawada Pune, Yerwada Pune