You place a redemption request, the securities held in your name will be sold, and the proceeds will be credited to your bank account within 10 working days.
Equity PMS Funds attract equity taxation, and the expected short-term and long-term capital gains apply to the underlying stocks. You, as an investor, will get an audited statement of accounts at the end of each year.
Yes. As an investor, you will get a unique dashboard and login to view your investments. You can view the complete portfolio construct; the number of companies, number of shares, amount allocated to each category etc. You can also view all buys and sells made on your behalf...
A PMS product is executed by giving the specific PMS fund house a POA to perform the buying and selling of shares on your behalf. Without this, one can't invest in a PMS. Every PMS Fund house opens a unique DEMAT account for you as the investor, and...
There is no minimum or maximum time frame that one must stay invested in the PMS. However, it's ideal to stay for a period of 5 years or more in a PMS product since it's an equity-oriented product.
The documents needed to open a PMS account are the Account opening form, Bank account opening form, ID proof, Address proof, PAN Card, and other KYC-related documents.
In a PMS, the total number of stocks in the portfolio is lower than that of a Mutual Fund. A PMS Portfolio Manager can allocate higher weights to individual stocks. So, in a PMS, the concentration enables more promising compound returns. Register for our Mutual Fund Webinar to...
A PMS carries a similar amount of risk as a mutual fund, and both are subject to market risks. Both Mutual Funds and PMS have a robust regulation mechanism by the same regulatory body, SEBI.
The answer is in our name, 'Refolio' or 'Rethink your portfolio. We are not here to just sell you an investment product. Our approach is to always look at your entire portfolio and make suggestions to retain or reallocate specific assets in your portfolio. We do this with...
