Portfolio Management Services

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What is

Portfolio Management

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Portfolio Management Services are specialised financial services offered as personalised investment solutions. The services are provided by a professional portfolio manager who provides clients with freedom and flexibility to invest according to specific objectives. The Portfolio Manager allocates the investment portfolio across a variety of financial instruments such as equity, debt, government bonds, structured products and specific individual securities. PMS is similar to investing in mutual funds, but the investor has better control over the investment decisions and owns different assets rather than units of the funds.

The Portfolio Manager acts as both an advisor as well as the manager of the portfolio. The services can have a variety of arrangements between the investor and the portfolio manager, tailored according to the investor’s personal preferences and financial goals. Under the discretionary agreement, the portfolio manager can make investment decisions on behalf of his client. However, under the non-discretionary agreement, the portfolio manager advises the client on investment decisions, who can make and time the investments as per his discretion. The manager is responsible for the execution of the decisions of his client.

A Portfolio Manager can also offer advisory services to his clients, who have the choice and are responsible for the execution of the investment decisions.

venture

No entry load on investment

education

Efficient and personalized client servicing

insurance

Active risk management

artificial-intelligence

Active review and rebalancing

blood-test

Expert management

security

non-systematic risks in equity market

investment

Flexibility to switch from one strategy to other

stay-at-home

Experienced and robust fund management team

speed

No lock-in period for investment

loan

Withdrawal facility for any amount

Our Trading Partners

— Children Care Foundation

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— All Children Foundation

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— The Children’s Foundation

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— Where Children Come First

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5-Paisa-Account

— Nobody’s Children Foundation

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Senior Services
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Physicians & Nurses
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Years of Experience

Our PMS USP's

Customized investment solutions for > 50 Lakh investments

Trend Trader Capital offers the most customized investment products for Value, Growth and Momentum investing.

Why TTC for Your Portfolio Management

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01.

Dedicated Relationship Manager

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02.

Pro-active management of funds

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03.

Well laid-out investment philosophy

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04.

Investment in companies having strong competitive advantage

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05.

Monthly Performance Report

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06.

Minimum Investment of Rs. 25 Thousand

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What Is

Portfolio Management

"It is impossible for a man to learn what he thinks he already knows."

People look towards the stock market with great expectations. Many invest in it to make a fortune. Nevertheless investing is a risky exercise. Subsequently, they over-diversify their portfolio and add multiple stocks. This tends to push them backward. Investing is an art and science and Portfolio Management Services (PMS) eases this experience.

The portfolio Manager extends the PMS to clients. It is an investment portfolio diversified into stocks, fixed income, and other products. It can be tailored to meet specific investment objectives in contrast to Mutual Funds.

An investor owns individual securities when they invest in PMS. Mutual Fund investors in contrast own a unit of the fund. They have the flexibility to change their portfolio as per their comfort and financial goals. Also, they are stated for relatively large investments. Learn the Types of Portfolio Management Services in India.

Frequently Asked Questions

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