PMS is a pooled investment vehicle where investor money is invested into equities, debt, cash and
other products. The investments can be pooled under various mandates or be tailored to meet client’s
investment objectives.
PMS investments can be Discretionary, where the investment decisions are taken solely by the
portfolio manager, or Non-Discretionary, where the portfolio manager suggests investment ideas and
it is upto the investor whether he wants to go ahead with the investment or not.
- info@growthvine.in
- +919354435518
- info@growthvine.in
- +919354435518
Portfolio Management Services (PMS)
How will Growthvine help you
with retirement planning?
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How is PMS different from a mutual fund?
Unlike a mutual fund where you own the units of a fund, in a PMS you own the underlying securities in your demat account.
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What are the expenses associated with PMS investments?
PMS schemes generally have higher expense ratios which can range from 2-4% along with aperformance fee.
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What is the minimum ticket size for PMS investments?
As per SEBI rules, a PMS cannot accept less than Rs. 50,00,000 in investments
Taxation: Since the underlying securities are held in the investor's own account, they are subject to securities transaction tax (STT), capital gains tax and slab taxes on any income earned by way of interest.
Why do you need retirement planning?
