background preloader

Portfolio Management Services in India

Portfolio Management Services in India
Managing investments in equities requires time, knowledge, experience and constant monitoring of stock markets. Those who need an expert to help manage their investments, portfolio management services (PMS) comes as an answer. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. The benefits of PMS are: Your portfolio is tailored after a thorough research backed by the expertise of the PMS team An experienced team of portfolio managers ensure your portfolio is tracked, monitored, and optimized at all times PMS can be broadly categorized under the following types: Discretionary PMS – Where the investment is at discretion of the fund manager & client has no intervention in the investment process.

http://www.karvywealth.com/portfolio-management-services

Related:  kikuverma345

Higher Rates of Interest than Regular Bank Deposits Corporate Fixed Deposits are one of the many money raising tools for Companies. Through these, Companies raise money from the public and offer a fixed rate of interest for different tenures. The amount of money which can be raised is decided by the Approving authorities. Wealth Management for Family office Family Offices are institutions that provide multi-generational guidance along with a robust and comprehensive outlook towards your wealth enterprise. Ultra- HNI clients generally demand highly specialized services. Family Offices offer superior expertise on constructing or selecting Alternate Investment portfolios and products. They help in getting rid of mundane tasks and reduce costs in achieving a full balance sheet financial management and investment solution.

Equity Portfolio Management & Advisory services in India EQUITY DERIVATIVES: Equity derivative is a class of derivatives whose value is at least partly derived from one or more underlying equity securities. Options and Futures are by far the most common equity derivatives. Options: Options provides the right, but not the obligation, to buy (call options) or sell (put options) a quantity of stock at a set price by an expiration date. Futures: is a contract to deliver shares of a specified stock on a designated date in the future. Futures are a cost effective hedge for open stock positions. An equity derivative's value will fluctuate with changes in its underlying asset's equity, which is usually measured by share price.

New IPOs - List of Latest IPOs & Recently Listed IPOs in India NEW IPOs Get Latest & Recent IPO Information from Primary Stock Market. What is an IPO? Karvy NPS Pension Fund Managers (PFMs) There are eight Pension Fund Managers (PFMs) registered under NPS where the details are provided below: Birla Sun Life Pension Management Limited HDFC Pension Management company Limited ICICI prudential Pension Funds Management Company Limited Kotak Mahindra Pension Fund Limited LIC Pension Fund Limited. Reliance Capital Pension Fund Limited SBI Pension Funds Private Limited UTI Retirement solutions Limited. Their functions are management of NPS funds as per the stipulated investment guidelines of PFRDA which are described as follows: Receipt of funds from Trustee Bank and investment thereof as per subscribers’ preference.

Top Mutual Fund Recent Dividends Invest Now What’s New Quick Links News & Information Company Fixed Deposit in India Top Fixed Deposits Here is a list of top company fixed deposits based on interest rates, credit ratings, etc. You can also view all available term or fixed deposits running at this point in time. Karvy NPS Trustee Bank Axis Bank: They are the interface for Nodal office and Pension Fund Managers (PFMs) for receipt and transfer of funds. Their functions include: Receipt of funds from Nodal Offices for contribution deposit and reconciliation thereof with the details uploaded in the CRA system. Transfer of funds to PFMs as per settlement instructions from CRA. On withdrawal, transfer of funds to Subscriber’s bank account (lump-sum portion of withdrawal) On withdrawal, transfer of funds to ASP (the annuitized portion)

know-your-mutual-fund In terms of ease with which investors can enter and exit funds, mutual funds are broadly divided into two classes: Open-ended funds are open for investors to enter or exit at any time, even after the NFO. Although some unit-holders may exit from the scheme, wholly or partly, the scheme continues operations with the remaining investors. The scheme does not have any kind of time frame in which it is to be closed.

latest-ncds Latest NCDs NCD & Bonds Bonds/ NCD’s are the products offered by various private and public sector corporates through public issues or on private placement basis. NPS Trust - National Pension System Trust by PFRDA Oversight and regulation of TB, PFMs and Custodian The National Pension System Trust was established by PFRDA on 27th February, 2008 with the execution of the NPS Trust Deed. The NPS Trust has been set up and constituted for taking care of the assets and funds under the National Pension System (NPS) in the interest of the beneficiaries (subscribers). Individual NPS subscribers shall be the beneficiaries of the NPS Trust. The NPS funds are managed by the Board of Trustees to realize and fulfill the objectives of the NPS Trust in the exclusive interest of the Subscribers.

latest-navs Invest Now What’s New Quick Links News & Information Contact toll free no: 1800 425 8282 Tel: +91-40-23312454 Fax: +91-40-23311968 Email: service@karvy.com For NPS Email: kslk@karvy.com

Related: