Key Benefits of Investing in PMS with Sharekhan Ltd
1. Tailored Portfolio Management
Portfolios are custom-built based on your risk appetite, financial goals, and investment horizon.
Unlike mutual funds, PMS gives you ownership of individual stocks, not just units in a pooled fund.
2. Expert Fund Management
Managed by a team of seasoned professionals and market experts with strong track records.
Backed by Sharekhan’s robust research desk, giving your portfolio a data-driven edge.
3. Focused Investment Strategies
Sharekhan offers theme-based and sectoral strategies, like value investing, growth, and momentum portfolios.
Options like ‘ValPro’ PMS focus on long-term wealth creation through value investing principles.
4. Transparency and Regular Reporting
Regular updates on portfolio performance and market outlook.
You get detailed performance reports, trade logs, and asset allocation insights.
5. Tax Efficiency
PMS allows for more customized tax planning—for example, harvesting tax losses when needed.
6. Higher Customization than MFs
You can set specific constraints or preferences (e.g., no sin stocks, ESG focus).
Greater flexibility in stock selection, exit timing, and position sizing.
7. Premium Support
Dedicated Relationship Managers provide wealth management and periodic portfolio reviews.
Seamless account management with offline and online support.
8. Reputation & Trust
Sharekhan, backed by BNP Paribas, adds a layer of credibility and global financial strength.