info@ubinvestments.in
+91 9156751442
pms
PMS(Portfolio Management Service )
" Portfolio Management Services (PMS) offers you tailor-made portfolios curated and managed by portfolio managers. A portfolio customized to fit your desired risk and returns! Our robust research aids our esteemed customers to choose from a wide array of PMS Strategies offered by various AMCs. Add to this, our well trained colleagues who help you in identifying your financial goals & suggest the right fit. " .
Benefits of Investing in Portfolio Management Services
PMS can be discretionary (where the fund manager makes choices on behalf of investors) or non-discretionary (where the fund manager must get an investor agreement for recommended investments). Mutual Funds are another option for professionally managed stocks investments, and they are also a popular choice. Take a look at some of the advantages of PMS:
Premium Portfolio
People who manage their investments buy less quality and place a greater emphasis on price rather than value. Individual investors (Non-Promoter Non-Institutional [NPNI]) have a lesser proportion of holding in the major indexes like Nifty, BSE 200, or even Nifty 500, even though there are thousands of listed firms. Non-index smaller firms have higher retail or NPNI holding. In their portfolios, there is a lean toward lower-quality equities. Nifty accounts for about 60% of the market capitalization, BSE 200 accounts for nearly 85% of the market capitalization, and Nifty 500 accounts for nearly 94 percent of the market capitalization.
Transparent and Strong Holdings
PMS is transparent; therefore, if we use cricket terminology, investors can obtain a ball-by-ball report on their portfolio in PMS. Every trade is communicated to the investor, and the managers’ website offers a real-time portfolio view. The customer may examine a targeted portfolio of chosen equities in his holdings for UB Investment PMS portfolios. Mutual funds often have large scattered portfolios ranging from 25, 30 to even 100 stocks (which limits transparency) and only make their holdings known once a month or quarter. And investors with 5/6/7 different funds in their portfolios wind up with around 250-300 equities in their portfolios. Even if they de-duplicate the holdings through thorough research, they will discover that they own just about everything there is to own in the market, resulting in dilution of returns. If you purchase the market, you can’t beat it.
Based on Online Top Up
Because our portfolios have relatively low churn, registering for a SIP with UB Investment PMS is an intriguing process. When an investor registers for a PMS-SIP, he or she is more than likely aware of the handpicked targeted list of high-quality equities that will be purchased month after month. A paperless and user-friendly PMS-SIP may also be registered online. Similarly, UB Investment PMS allows investors to add to their PMS portfolio on a same-day basis by purchasing extra amounts online. Ideal for the day when a worldwide issue unrelated to local markets causes the Sensex to drop by 1000 points, only to recover in a few days!.