One of Sharekhan’s main services is Portfolio Management Services (PMS). Sharekhan PMS is made to help HNIs (High Networth Individuals) manage their investments and build money in a professional manner. In this post, we’ll examine the Sharekhan PMS services and learn about their characteristics, product categories, and other advantages.
Sharekhan PMS is a collection of expert services designed to help HNIs achieve their financial objectives. A Sharekhan team of professionals builds, manages, and watches over your portfolio as part of this service. Understanding your investment objectives and risk tolerance helps in the portfolio creation process. The portfolio consists of a variety of equities, mutual funds, and debt instruments that were picked in different ratios based on the risk tolerance and expected returns of the customer. Sharekhan PMS: Highlights
Sharekhan PMS Review :
Sharekhan PMS is a collection of expert services designed to help HNIs achieve their financial objectives. A Sharekhan team of professionals builds, manages, and watches over your portfolio as part of this service. Understanding your investment objectives and risk tolerance helps in the portfolio creation process. The portfolio consists of a variety of equities, mutual funds, and debt instruments that were picked in different ratios based on the risk tolerance and expected returns of the customer.
- Accepts NRIs, HUFs, businesses, and private persons
- Rs. 25 lakhs is the minimum investment amount.
- Both non-discretionary and discretionary PMS services are available. The portfolio manager makes the investing decisions in the discretionary portfolio management services. Investment decisions are made by the client while using non-discretionary services.
- Reporting every two weeks and every quarter
- There are both basic and technical PMS products available.
- Possibility to book earnings (wholly or partially) at any time
Sharekhan PMS Advantages :
- Professional and methodical approach to investing
- Maximising profits and reducing hazards
- A skilled team actively monitors to maximise returns.
- Transparency of commissions and fees
- Periodic client performance reporting
Sharekhan PMS Charges :
1. Annual Maintenance Charges (AMC) : It is an ongoing annual cost that must be paid. It varies depending on the product and is calculated as a percentage of the portfolio’s overall value.
2. Brokerage : Customers pay this basic brokerage fee while purchasing and selling different securities.
3. Profit-Sharing : Sharekhan will charge you a percentage of your portfolio’s annual profits. The hurdle rate, or the minimum profit a Portfolio must make before it may charge a profit-sharing fee, is crossed once the profit-sharing fee is assessed. For instance, the “Sharekhan Prime Picks” profit-sharing fee is 20% after an 18% hurdle rate. A customer will only be charged if the portfolio generates annual earnings of more than 18%. The profit-sharing fee will not be charged if the returns are less than that amount.
Sharekhan PMS Portfolio Products :
1. Fundamental :
- Bottom-up stock selection
- In-depth, Independent fundamental research
- Investment in high-quality companies
- Investments are made based on multiple valuation measures and long-term vision
There are 4 different fundamental PMS products available-
- Prime Picks
- Diversified Equity Portfolio
- Wealth Optimizer
2. Technical :
Investing by trading in futures and options using proprietary trading tools, automated or not, or a combination of both, or any model sub-portfolios, is one of the technical products. Important components of technical research are:
- To determine the underlying trend, analyse historical data on price, volume, open interest, and volatility.
- Assess the trend’s likelihood.
- Based on such study, determine points of entry and exit.
Depending on their investing objectives and risk tolerance, investors can choose from a variety of options through Sharekhan PMS. Investors have the choice to make investments based on their needs thanks to the numerous PMS solutions. Sharekhan has a reputable research division with a long history in the industry. A competent research team contributes to providing clients with high-quality PMS performance.