CLOSE X

ServicesPortfolio Management Services

PMS

Portfolio Management Services (PMS) are investment services that provide professional management of a client's investment portfolio, usually with a high minimum investment amount.

Types of Portfolio Management Services


Discretionary Services

For those who want to sit back and relax, our Discretionary service is perfect. Experienced Portfolio Managers make all the investment decisions for you, taking into account your goals and risk appetite, so you don't have to worry about a thing.

Non-Discretionary service

If you prefer to have more involvement in your investments, Non-Discretionary service allows you to make the final call on which trades to execute. Portfolio Managers will provide you with expert advice and guidance to help you make informed decisions.

Let’s discuss some important benefits of Portfolio Management Services.

  • Costumised Portfolio : Say goodbye to pre-defined portfolios! With PMS, you get a customised portfolio tailored to your specific investment needs. No more cookie-cutter investment options.
  • Active Monitoring : Active monitoring means that your portfolio is continuously being tracked and optimised for maximum returns. You can rest easy knowing that your investments are in good hands.
  • Better Returns : Who doesn't want better returns? PMS has the potential to provide higher returns than other investment options, thanks to the flexibility and expertise of the fund managers.
  • Transparency : Transparency is key, and PMS provides just that. You will always be in the know about investment decisions and portfolio changes.
  • Tax efficiency: Tax efficiency is another major perk of PMS. Fund managers can make investment decisions that help minimise tax liabilities, putting more money in your pocket

But remember, investing in PMS does come with higher risks and fees. It's important to understand these factors before making a decision. So, why settle for less when you can have it all with PMS? Jhaveri Securities Ltd is not registered for managing Funds through Portfolio Management Services. We are affiliated with the following PMS funds to provide their services to our esteemed clients.

ASK_wealth_advisors
Ambit
Equirus
Unifi_capital

FAQs

PMS invests on behalf of its clients in their separately managed accounts in various securities including listed equities, unlisted equities, fixed income instruments, hybrid or structured products etc.Investment solutions in a PMS can be provided in three ways – Discretionary Portfolio Management, Non-Discretionary Portfolio Management, and Advisory Portfolios.
Portfolio Managers typically cater to high net-worth clients. These clients can be individuals or Institutional entities who require a focused & Dedicated investment management service.
As per SEBI norms, the minimum investment in a PMS scheme is Rs. 50 Lakhs for fresh investments. Additional investments can be minimum of Rs. 10 Lakhs or above for existing clients. There is no Maximum limit.
The ideal time horizon for an event arbitrage/high yield strategy is between 12 - 18 months and 48 - 60 months for pure equity strategies.
No, there is absolutely no lock-in of a client’s funds. A client is free to redeem or add-in part or whole from/to his account.
corporate OFFICE Jhaveri Securities301/302 Payal Tower-II,Opp. M. S. University, Sayajigunj, Vadodara 390020.
CALL US 91-265-6161200/7161200
EMAIL US info@jhaveritrade.com
SEBI Reg. No. NSE, BSE, MCX : INZ000199232 Membership No.: NSE:08232, BSE:3015, MCX:56465 SEBI Regn.No. of DP : IN-DP-195-2016 (NSDL DPID:IN301991) AMFI: ARN-A3524 CIN of JSL: U67120GJ1992PLC018194 | GST : 24AAACJ4727A2Z4
COMPLIANCE OFFICER OFFICE
ATTENTION INVESTORS NSDL/CDSL KYC Advisory for investors
© CopyRights 2022, Jhaveri Securities All rights reserved.
Designed & Developed by Accord Fintech Pvt Ltd.