We are aware of Portfolio Management Services (PMS) where a Fund Manager manages the portfolio of equity shares of an investor. Different PMS have different kinds of portfolios like Flexicap, Multicap, Large Cap, Mid Cap, Small Cap or a thematic portfolio. But the minimum investment amount for a PMS has recently increased to Rs 50 lakhs.
ADVISORY STOCK PORTFOLIOS is an option where the minimum amount of investment is Rs. 3 to Rs 5 lakhs and they are advised by some of the best and most successful Fund Managers in the country.
Following are the details of the same :
⭕ There are direct equity stock portfolios offered are constructed by the reputed Investment Advisors like Abakkus Investment Advisors ( Promoted by earstwhile CIO of Reliance Mutual Fund Mr. Sunil Singhania) and Narnolia Investment Advisors.
⭕ These equity portfolios are held in the separate demat account and trading account opened specifically for this investments with a broker connected with the respective investment advisors.
⭕ The account opening process is completely paperless and seamless without any hassles.
⭕ These portfolios are actively monitored on a regular basis and any changes are communicated to the client electronically. The client has to approve the changes normally through a click.
⭕ The different stock portfolios offered are on different themes which offer a wide choice to the investors.
⭕ The management fees charged on these portfolios is similar to other investment options. The investor can discontinue the services of these advisory portfolios without any exit load. The portfolio of the investor is already in his own name which he can continue to hold on his own.
⭕ An Investor can make an addition in these portfolios or even withdraw amounts from these portfolios after keeping the minimum investment amount.
⭕ Presently the stock portfolios offered are delivering returns outperforming their respective benchmarks.
Please find herewith in separate PDF details of the 5 (Five) different portfolios available.
Narnolia four Investment Advisory Portfolios
Abakkus Smart Flexi Cap Portfolio
Please feel free to contact us on any details regarding the above newly available investment option of investing in stocks directly with a portfolio advised by top quality fund managers of the country.
Please feel free to contact us
Mobile: +91 73835 30919 / 93773 35959
Ashutosh Investment Services
A service of
ASHUTOSH FINANCIAL SERVICES PVT. LTD.
•Investments •Insurance •Income Tax & Estate Planning •NRI Services
Follow us using Ashutoshfinserv at Facebook, Instagram , Youtube , Twitter & Linkedin to receive all the latest information from finance world.