Advantages of investing in portfolio management services

1. Advantages of Investing in Portfolio Management Services

2. Introduction • Portfolio Management Services in India have great scope given the amount of Demat holdings that investors possess, which lie idle in the Demat account and can be maximized through expert help. • Following are some of the major advantages that investors can enjoy through PMS investment:

3. Professionally managed investor’s portfolio • Under PMS, expert portfolio managers will manage the investor’s portfolio in order to maximize it over the long run. This will help largely in ensuring that the PMS provide delivers consistent performance during a long- term investment horizon while making sure that the risks are managed effectively.

4. Monitoring and rebalancing of investor portfolio • PMS allows you to monitor as well as rebalancing your portfolio on a constant basis. Based on an in-depth understanding of equity market dynamics, through PMS, you can ensure that the returns you derive from your investments are maximized regularly during your investment horizon.

5. Mitigating risks through a well- diversified portfolio • Under PMS, your portfolio manager will adopt a good diversification strategy to help mitigate risk while maximizing returns. They will balance your portfolio with an ideal debt- equity mix based on your risk profile to ensure you achieve your financial objectives. Therefore, if you are a conservative investor, your profile will remain debt heavy whereas it will be equity heavy if you are an aggressive investor.

6. Higher risk control • One of the biggest advantages of PMS investment is higher levels of risk control.Your portfolio managers achieve this through various well-defined risk management processes and other methodologies based on their experience.

7. Convenient option for investment • PMS is a highly easy-to-use and adopt option for making hassle-free investment. Further, your portfolio managers willsend youvarious periodic performance reports, which will help you measure the overall performanceof your investments.

8. Higher levels of transparency • Under PMS investment, investors can enjoy highertransparency levels. Thus, everything pertaining to your investments will be black or white. You will receive period account statements and reports that will keep you informed about your portfolio performance and will help you track your portfolio. Moreover, you can always use the secure access to the online trading platform provided by your PMS professional for accessing and tracking your account round-the- clock real-time.

9. It will make it easier to do your tax filing • In PMS investment, you will be receivingbi- annual and yearly audited reports from your provider containing a clear breakup of LTCG and STCG. This will make ithighly convenient and easierfor you for filing your taxes.

10. A dedicated relationship manager • As a PMS investor, you will be assigned your dedicated relationship manager. Your relationship manager will be your major touchpoint for your PMS account.Your portfolio manager will first get a complete understandingof youroverall financial objectives. Based on that, your portfolio manager will guide you and plan your portfolio product mix. Further, your portfolio manager will ensure that you will receive all the required communication in the form of periodic reports, account statements, and other key updates.

11. PMS take a personalized approach • As a PMS investor, you will be enjoying personalized approach, which willallow you to gain direct access with your portfolio manager managing your account actively through in- person meetings, tele conferencing, and other methods of communication.

12. For more information on PMS investment in India, give us a call on 022 28584545.