A professional fund manager manages an investor’s portfolio through a PMS, a type of investment instrument. Every PMS account is distinct. Therefore, the portfolio and valuation of each account may differ from one another. A PMS scheme has no Net Asset Value; however, the customer will get a daily portfolio valuation from the PMS advisor.
Every PMS scheme has a model portfolio, and all of an investor’s investments are made in the PMS on the basis of the model portfolio of the scheme. The portfolio, though, may vary from investor to investor. This is as a result of:
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Entry of investors at distinct periods.
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The variation in the investors’ investment amounts
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The investor’s purchases or redemptions of additional securities
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Market Securities
Fund manager involvement occurs as well under PMS programs. The frequency is determined by the advisor of portfolio management services and the size of the client portfolio. The bigger the portfolio, the frequency of interaction is higher. On a quarterly or half-yearly basis, the PMS provider typically makes plans for fund manager interaction.
If you’re looking for a PMS advisor in Surat, you’ve come to the right place. Concept Investwell offers a variety of services to help you manage your portfolio, including equity portfolio management and portfolio management services. We also offer a variety of other services to help you manage your finances. We offer financial planning services, wealth management advisory services, investment advisory services, and Mutual Fund advisors in Surat. Get connected today.