Name: Portfolio Management Services
Brand: Motilal Oswal
SKU: 12
Rating: 4.7 (212 reviews)

Question 1

What is Portfolio Management Services? What are the different types of PMS investments?

Accepted Answer

Portfolio Management Services is a professional service that’s offered by stock brokers like Motilal Oswal. Here’s the meaning of Portfolio Management Services. It is a management service offered by a stock broker, where experienced fund managers and stock market professionals are assigned to you to monitor your investment portfolio and make the necessary changes required to ensure that your investments provide you with the expected returns.

Question 2

What is PMS equity?

Accepted Answer

Portfolio Management Services that focus only on portfolios that invest in equity are generally referred to as PMS equity.

Question 3

How is Portfolio Management Services taxed?

Accepted Answer

The profits that you gain from using Portfolio Management Services are assumed to be capital gains. And so, the tax treatment of portfolio management schemes will be in line with the taxation rules for capital gains, which is 15% for short-term capital gains and 10% for long-term capital gains.

Question 4

What are the paperwork and documents needed to open a PMS account?

Accepted Answer

To open a PMS account with Motilal Oswal, you would need to sign the PMS agreement, power of attorney agreement, a new demat account open form and produce documents such as PAN card, Identity proof and address proof. Kindly reach out to us for more information.

Question 5

What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?

Accepted Answer

In discretionary portfolio management services, the professional in-charge of an investment portfolio manages the funds and securities independently without the involvement of the client. In a non-discretionary portfolio management service, the professional in-charge of an investment portfolio manages the funds and securities according to the client’s directions and input.

Question 6

Who is an ideal PMS investor?

Accepted Answer

Individuals and corporate entities with a high net-worth, who are looking for customized investment solutions that are designed to satisfy their needs and requirements are ideal PMS investors.

Question 7

Can a PMS impose a lock-in on investors?

Accepted Answer

No. Neither a PMS or a portfolio manager can impose any lock-in on a PMS investor. Instead, they can charge an exit fee in the event of an early exit.

Question 8

What is the minimum investment in Motilal Oswal PMS?

Accepted Answer

In the case of Motilal Oswal PMS, the minimum amount of investment is Rs.50 lakhs.

Question 9

Is there a limit to what I can invest in Portfolio Management Services?

Accepted Answer

If you wish to invest in PMS, there’s no maximum limit to the investment that you can make. However, there are minimum investment limits that you would need to satisfy to be able to invest in the PMS stock market.

Question 10

Is Portfolio Management Services a good investment?

Accepted Answer

PMS investment is a good option for individuals and corporate entities with a high net-worth. Since it is managed professionally by experienced portfolio managers, you don’t have to worry about constantly monitoring your investments to ensure that it delivers consistent returns

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