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Tag: PMS

Posted on 13th Oct 2024

Why Small Investors should prefer mutual funds over shares:

Ever since the pandemic there has been a multifold increase in the number of demat accounts held by depositories. Also, there has been a similar increase in the number of folios ( mutual fund accounts) held by the mutual fund companies. During the same period the BSE Sensex rebounded from a bottom of 29000 points … Continue reading Why Small Investors should prefer mutual funds over shares:

Portfolio Management Services
Posted on 3rd Nov 202114th Nov 2021

Portfolio Management Services

Portfolio Management Services or PMS are offered by many Wealth Management firms to cater to the needs of High Networth Individuals. A PMS is like a Mutual Fund, but the minimum investment amount is Rs.25 lacs as prescribed by SEBI regulations. PMS are of two types, discretionary and non- discretionary. In a discretionary PMS the … Continue reading Portfolio Management Services

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