PMS -Portfolio Management Service

PMS -Portfolio Management Service –

PMS  division works towards identifying the best-in-class investment products across Equities, Fixed Income, and Alternate Products best suited to your needs. Our analysts and product managers carefully scan and evaluate multiple managers and funds. Alongside to that, the members of the Private Bankers do a second level evaluation to approve a handful of carefully selected managers and funds in the recommended basket for your portfolio.

The multi-level product approval process involves a detailed due diligence including, scrutiny of disclosures and regulatory documents, process and operational audits, fund manager meetings, and evaluation of associated costs and fees.

While selection of the right product is one function of the assessing suitability of the same based on the client’s needs is equally critical.

Support and close coordination with client’s back office for paperwork and documentation through our experienced Client Service Professionals ensures smooth and timely execution.