What is Portfolio Management Services?
Portfolio Management Services (PMS), a service offered by the Portfolio Manager, is an investment portfolio of predominantly stocks, and related instruments managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.
1. Professional Management:
PMS provides access to experienced and qualified portfolio managers who make investment decisions on behalf of clients.
2. Risk Management:
Portfolio managers actively manage risk by implementing risk management strategies, setting risk limits, and monitoring portfolio exposures.
3. Transparency and Reporting:
PMS providers offer regular reporting and transparent disclosure of portfolio holdings, performance, and fees. This transparency helps clients understand how their investments are being managed and assess the performance relative to their investment objectives.
4. Active Management:
PMS involves active management of the portfolio, where portfolio managers continuously monitor market conditions, economic trends, and individual securities to make timely investment decisions.
5. Customization:
PMS allows for customization of investment portfolios based on individual client needs, risk tolerance, investment goals, and time horizon. This personalized approach ensures that the portfolio aligns with the client’s financial objectives.
Why Ashutosh Financial Services?
There are multiple instruments in which the NRIs can invest in India, however, Portfolio Management Services is the most preferred. Portfolio Management Service is a great option for you to grow your wealth back in India. Investing in Portfolio Management Service offers you a great deal of personalization and flexibility in investment decisions. Investing in PMS would also enable you to have easy access to the fund manager for better clarity. Through our years of experience, we assure you that we will select the best portfolio management service for your goals.
We have happily served 500+ clients over the last 20 years. We at Ashutosh Financial Services have a process-driven approach for providing NRI Services to the NRIs Investing In India. While Investing in India, the NRIs need to adhere to various rules and regulations of various institutions like FEMA (Foreign Exchange Management Act), Income Tax & RBI (Reserve Bank Of India). However, through our expert and qualified team, we assure you that we are more than enough capable of catering to all your needs.
Preliminary
Discussion
The first and foremost step would be to inform you about all the significant details of investing in a Portfolio Management Service. We will also inform you about the tax implications of investing in Portfolio Management Service. We will also discuss about all the regulatory formalities and documentation that you will have to adhere to. We also collect the necessary information regarding your financial position, and your goals to help us better in selecting a PMS scheme for you.
Risk
Assessment
One of the most important task is to assess the risk you can take. Based on the data collected by us in the preliminary meeting, we use our preset strategies to determine your risk-taking ability. Risk Assessment helps in identifying the right PMS scheme to be selected to ensure that your expectations are fulfilled.
Research
&
Analysis
We, at Ashutosh Financial Services, take immense pride in being one of the very few companies in this field to have our own Research & Analysis Department. Once your goals and risks are ascertained, our research team will look at all the available Portfolio Management Services and determine the best scheme that will suit your future goals. The Research Team will look at the past performance of the scheme, the portfolio manager’s style of investing, the stock selection in the scheme, etc. Once all the factors are considered and all data examined, the final schemes that are worth suggesting are forwarded to our Top Management.
Investment
Process
Once the Top Management has reviewed and approved the scheme, you will be approached again with all the necessary documents. Along with the documents, you will also be given the data about the past performance of the scheme, the factsheets, and other relevant materials.
After
Investment
Service
Once the investment process is concluded you will be provided with a dedicated relationship manager, who shall be available at all times to solve any queries. Apart from this we at Ashutosh Financial Services also do a periodical review of your investment to ensure that all your goals are being met consistently. We shall also contact you if there is a need to change any of your investments to achieve your goals after our periodic review.
Our Aim:
Our aim is to become your one-stop solution for your financial needs. Through our expert and qualified team, we try to give you the best advice regarding your investments. We also keep ourselves updated with all the activities happening in the world of finance. We aim to provide you with quality & unbiased services to secure your goals and future needs. We at Ashutosh Financial Services, are committed to continuously providing financial services to our investors to the best of our ability.
Our Key USPs are as under
