Portfolio Management Service
Portfolio Management Service (PMS) is a professional service offered to different investor classes like private clients, family offices, HNIs etc.
It essentially represents a portfolio in stocks, fixed income and other securities managed by experienced and professional portfolio managers. PMS caters to clients’ different investments objectives by offering bespoke solutions to meet investors’ unique investment objectives.
In PMS each investor owns individual securities and the portfolio is managed independently unlike mutual fund where investment management is undertaken for the entire set of customers.
Alternate Investment Funds
Alternate investments are investments whose risk and return structures differ from the traditional asset classes such as equity and debt. These funds cater to sophisticated investment needs of HNIs, large private institutions and corporates. AIFs include Private Equities, Venture Capital Fund, Hedge Funds, Commodity Funds, Debt Funds, Infrastructure Funds etc.
Category II Funds
These are closed-ended funds with a minimum tenure of three years which do not get any specific incentives and concessions by the government. These funds cannot be categorized as Category I AIFs or Category III AIFs. The institutions under this category include Private Equity Funds, Debt Funds, Fund of Funds etc.
Category III Funds
These are funds that undertake complex or diverse trading strategies including hedging, investments in listed and unlisted derivatives and may employ leverage. They also include Hedge Funds which trade with a view to make short term returns. They deploy funds in securities of listed or unlisted investee companies, derivatives or complex structured products. For close ended funds, minimum tenure is of three years, whereas for open ended funds there are no tenure restrictions.
Will and Estate Planning
Succession planning helps in transferring wealth to the intended beneficiaries in an efficient manner by optimizing tax.
We offer the following professional services through referral tie-ups with professional firms/ institutions:
Trust and Estate Planning
Such planning involves serious considerations like taking stock of assets, designing appropriate structure for ownership, custody and safe management for future generations for avoiding legal complications for future generations.
Executorship Services Planning
Choosing the right executor is a crucial step in the estate planning process. It includes various services like defining extent of the estate and details to all affected parties, ensuring assets are securely held and properly insured etc.
