INVEST WITH US

If you are interested in opening a PMS account or if you any need additional information, you can contact us and our relationship manager will get in touch with you.

You can also view the FAQ page to get answers to some common queries

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FAQS



1: What is the minimum amount one can invest in the PMS?

Ans: SEBI regulation mandates that a PMS account should be opened with a minimum corpus of Rs. 25 lakhs.

2: For the initial corpus, can I transfer my existing stocks or a combination of cash and stocks?

Ans: Yes, you can transfer cash, stocks or a combination of both. However the bank account (for cash transfer) or the demat account (for stock transfer) from which the transfer is made has to be in the name of the investor

3: What should be the ideal time horizon that a PMS investor should have?

Ans: We are long term investors. We believe that having a long term view gives an investor significant advantage over the market that is focussed on just the next 3-6 months. Our experience has been that it usually takes about 18 to 24 months for our investment thesis to play out. So we expect our investors to be patient for at least 2 to 3 years.

4: When can I withdraw money from the PMS and is there an exit load on withdrawals?

Ans: You can withdraw the money at any point of time after the account is opened. However you will be charged an exit fee if the money is withdrawn before three years from the account opening date.

5: How frequently will I get updates on my PMS account performance?

Ans: You will receive a quarterly update on your PMS account Performance. There is also a web portal where you can login and view your account performance and NAV.

6: Can NRIs invest in the PMS?

Ans: Yes NRIs can invest in the PMS through the NRE or NRO accounts. There are some additional compliance/documentation requirements for NRI clients. Our relationship manager will help the NRI client with this documentation.