FAQ
About PMS?
PMS is a tailored investment solution where a professional portfolio manager or investment firm manages an investor’s portfolio.
Unlike mutual funds, where funds are pooled together, PMS offers customized portfolio management, meaning each client’s investments are handled separately based on their financial goals, risk tolerance, and preferences.
Fee Structure
PMS providers typically charge a fixed management fees or performance-linked fees or both.
Who Should Invest in PMS?
Investors looking for long-term wealth creation with active Equity portfolio management.
Investors with a minimum corpus of ₹50 lakhs.
Track the investment
Each client’s portfolio is managed on your Own Demat account. You can track the portfolio in backoffice and CDSL or NDSL backoffice.
Tax Implications
PMS investors are subject to capital gains tax on portfolio transactions. Taxation depends on the holding period:
Dividend: All dividends are taxable based on your income tax slab rate.
Short-term Capital Gains (STCG): 20% for equity investments held for less than a year.
Long-term Capital Gains (LTCG): 12.5% for equity investments held for over a year, exceeding ₹1.25 lakh in gains
Fix an appointment to discuss your investment!