Portfolio Management Service provides expert financial management for your PMS investments, aiming to deliver consistent returns. By availing of this service, you can free yourself from the burdensome task of monitoring your investments. It offers several advantages, such as regular reviews and robust risk management options and serves as an excellent investment avenue for high-net-worth individuals.
Portfolio Management Services in India are of two categories.
The portfolio manager manages the funds and securities independently and individually in discretionary PMS service. Investors are not required to make any financial decisions. They advise the portfolio management of their requirements, and the manager works to meet them.
A Non-Discretionary Portfolio Management Service is one in which the portfolio manager manages the funds following the client's directions.
Step 1:The investor decides whether to use a discretionary or non-discretionary PMS.
Step 2:The investor invests a minimum of INR 50 Lakhs.
Step 3:If the investor chooses discretionary PMS, they will receive regular reports on the success of their portfolio.
Step 4:Evaluation and modifications are made based on the investor's needs.
Profits from Portfolio Management Services are taxed as capital gains.
Profits on investments held for one year or less are eligible for short-term capital gains. It is subject to a 15% tax plus a Cess.
Long-term capital gains are paid for any profit made after one year, and the investor must pay 10% without any indexation benefit.
The Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.
The Strategy has the investment style of buying Undervalued stock & Sell overvalued stocks, irrespective of index movements.
The NTDOP Aims to deliver superior returns by investing in focused themes which are part of the next trillion dollar GDP growth opportunity The Strategy endeavor to capitalize on the themes of consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.
The IOP will aim to capitalize on this growth by investing in companies which are expected to grow along with India and meet our unique investment philosophy of QGLP.