Explore Best Portfolio Management Services in Bangalore

Portfolio Management Services (PMS) is a customised portfolio service consisting of a basket of securities such as stocks, bonds, fixed income, cash & structured products or other individual securities. These Portfolio management strategies are created and managed by an expert who hand-picks securities that are suitable for meeting the respective investor’s financial goals. Unlike mutual funds, the PMS investor invests in individual securities and not in the pool of funds and with the help of Investment Portfolio Management companies or experts. 

This investment avenue is most suitable for investors who are looking for customised investment portfolio management and personalised professional service/assistance. EldersWealth is one of the Portfolio Management Companies in Bangalore which can offer suitable Portfolio management strategies along with asset management services to golden agers.

Those who are willing to spread their capital and risk across different asset classes can also invest in PMS. Our team of experts thrives on delivering the Best Portfolio Management Services in Bangalore. With the advancement of technology and our platform’s adaptability, it has now become extremely easy to avail Portfolio Management Services (PMS) in Bangalore

The fund manager of Portfolio Management Service PMS provides periodic performance reporting to its investors in the form of regular statements and updates. These account statements will give them a clear and complete picture of individual securities held by them, along with other elements.

EldersWealth helps you get one of the best portfolio management services in Bangalore. Our comprehensive solutions can help you understand your financial goals and invest in the right product mix. We aim to provide customised solutions in terms of Financial Planning in Bangalore. The manager dealing with Portfolio management strategies saves you the hassle of the administrative process.

The Investment Portfolio Management services are categorised into three types, viz. discretionary where the Portfolio Manager takes all the investment decisions;  non-discretionary where choosing the investment product and timing of investment is completely up to the investor and the portfolio manager only gives investment suggestions and executes investor’s choices; whereas in advisory services, the choice, the time as well as the execution is solely derived by the investor.

EldersWealth’s Investment Analysis and Portfolio Management help you realise dreams in a seamless manner. Although there are several Wealth Management Companies in Bangalore, EldersWealth can help you avail the most suitable PMS while managing the overall portfolio and tax implications related to it. 

The investors of Portfolio Management Services (PMS) in Bangalore and even other parts of the country have to pay tax as per the respective (applicable) tax slab/rate. Additionally, Portfolio Management Service PMS are more tax efficient than Alternate Investment Funds (AIFs) . For example, Long Term Capital Gains of Rs. 50,000 on the equity part of the portfolio in PMS is tax free as the gain does not exceed the limit of Rs.1 Lakh. However, in the case of an AIF, the investors will have to pay tax at 11.96% on the same gains( Maximum Marginal Rate for long term capital gains on equity)

FAQ

How is Portfolio Management Services taxed by the Best Portfolio Management Services in Bangalore?

The investors of Portfolio Management Services (PMS) in Bangalore and even other parts of the country have to pay tax as per the respective (applicable) tax slab/rate. Additionally, Portfolio Management Service PMS are more tax efficient than Alternate Investment Funds (AIFs) . For example, Long Term Capital Gains of INR 50,000 on equity part of the portfolio in PMS is tax free as the gain does not exceed the limit of Rs.1 Lakh. However, in case of an AIF, the investors will have to pay tax at 11.96% on same gains( Maximum Marginal Rate for long term capital gains on equity)

How reliable are Financial Portfolio Management Services?

Unlike mutual funds, in PMS, the investor invests in individual securities and not in the pool of funds and with the help of Investment Portfolio Management companies or experts. Portfolio Management Services (PMS), is a customised portfolio service consisting a basket of securities such as stocks, bonds, fixed income, cash & structured products or other individual securities. These Portfolio management strategies are created and managed by an expert who hand-picks securities that are suitable for meeting respective investor’s financial goals.

Who should choose financial portfolio management services?

Those who are willing to spread their capital and risk across different asset classes can also invest in PMS. EldersWealth’s team of experts thrives to deliver Best Portfolio Management Services in Bangalore. With the advancement of technology and our platform’s adaptability, it has now become extremely easy to avail Portfolio Management Services (PMS) in Bangalore

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

The Investment Portfolio Management services are usually categorised into three types, viz. discretionary where the Portfolio Manager takes all the investment decisions; non-discretionary where choosing the investment product and timing of investment is completely up to the investor and the portfolio manager only gives investment suggestions and executes investor’s choices; whereas in advisory services, the choice, the time as well as the execution is solely derived by the investor.

Are Portfolio Management Services a good option?

There are several advantages of getting the portfolio managed by a professional as the fund manager works on mitigating the portfolio risk and generating wealth in the long term at the same time. He regularly monitors the entire portfolio and makes changes in the portfolio to optimise returns and asset management.

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