Portfolio management services (PMS)

Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team.
PMS is a systematic approach to maximize returns while minimizing the risk factor on your investments.

Scheme Type	Trail commission (% p.a)
	Trail-1st Year Onwards
Liquid/Ultra Short Term Schemes	0.05% – 0.1%
Low duration /Short Term Income Funds	0.15% – 0.80%
Corporate bonds/ banking & PSU / credit risk	0.35% – 0.80%
Gilt Funds / long duration	0.35% – 0.80%
Hybrid Debt/Monthly Income Plans	0.5% – 1.0%
Arbitrage Funds	0.15% – 0.5%
Fund of Funds	0.25% – 0.50%
ELSS	0.5% – 1.6%
Index Funds	0.1% – 0.6%
Equity/ Hybrid Equity/ Balance Funds	0.5% – 1.60%

These are the brokerage rates offered to us by the assets management companies.
This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not change any fee to our clients.

For any Grievances / Service Requests / Feedback, please call us during office hours on +91 8624921804 or you can write to us on [email protected]

AMFI Registered Mutual Fund Distributor | ARN- 16709 | Date of initial Registration: 05 January 2019| Current validity: 04 January 2025

Disclosure | SID/SAI/KIM | AMFI Risk Factors | Code of Conduct