Portfolio Management Services (PMS) help investors optimize their long-term returns by taking on additional risk. Through portfolio management, ambitious investors can dive deep into a variety of financial instruments including fixed income instruments, individual securities, equity, and structured products.
The minimum ticket size for getting started with portfolio management is INR 50.00 Lakhs. Funds under the PMS aren’t pooled and each personal investor has their own Demat account for operations
No lock-in periods
Investors can withdraw their funds at any moment without any hassle.*
*Fund withdrawals are subject to exit loads (fees).
Portfolio personalization
Investors enjoy a high-degree of personalization with active performance monitoring.
How does it work?
Under Portfolio Management Schemes, fund managers act on your behalf and invest your capital in an array of listed securities to support your aim of generating high returns.
PMS can be of two types: discretionary and non-discretionary.
With discretionary portfolio management, managers manage your portfolio by analysing the market and acting on the gathered insights directly, by keeping your end-goals in mind. While in Non-Discretionary PMS, the final decision is taken by the investor.
The benefit of monitoring
With PMS, you can track developments throughout the journey of your highly personalized portfolio.
Since experienced portfolio managers will handle your investments, you only need to review transactions under your portfolio without worrying about the actual execution of transactions.
Other benefits of Portfolio Management Services
- Experienced fund managers
- Better risk management
- Active diversification and course-correction
- Insightful performance updates
Disclaimer
Pickle-Jar Investments Private Limited (CIN. U67100PN2021PTC201233) is a NISM Certified / AMFI Registered Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI), holding ARN No. 184140 valid upto 12 Aug 2027. We do not charge any fees to our clients. We receive remuneration by way of commission / Brokerage from the Mutual Funds/ Asset Management Companies.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in future. We act as a Mutual Fund Distributor and represent a limited number of mutual fund companies. We advise specific scheme(s) based on your financial needs and risk profile. Please note that we receive commissions for distributing the scheme(s).
We are NOT Registered Investment Advisors (RIA) as defined by the SEBI (Investment Advisers) Regulations, 2013, and we do not provide investment advice on other SEBI-regulated products.
For further details on disclaimers, disclosures, and commissions, please visit:
We look forward to working with you and building your investments thoughtfully at Pickle Jar Investments!.
Should you have any questions or need assistance while filling out the attached document, please feel free to reach out. We are here to help.
#Happy Long-Term Investing!