Equity Focused Discretionary PMS is ideal for those who are in the wealth building stage of their life and/or have multiple streams of income with no dependency on the investment pool either for day to day needs or for any major financial commitment.
Investments in PMS client accounts will be made with the primary objective of generating returns that beat risk free returns by a margin of 6% p.a. over a three to five year period. Risk free rate for this purpose is defined as the rate of interest being offered by the State Bank of India for a three-year fixed deposit.
Minimum investment corpus: Rs. 50 lakhs
Investment objectives: Listed equity shares of Companies, debt and equity schemes of Mutual
Funds, bonds, debentures and other investment products, whether listed or not. A part of the
fund will be held as bank balance.
Duration of initial agreement: Maximum of five years (may vary from Client to Client).
Investors, if they so desire, can directly approach us to invest in our Portfolio Management Services offerings, without routing through any Distributor or Channel Partner. For more details about the same, you are requested to write to us on helpdesk@wealthbridge.in / or contact us on +91 (40) 2781 2676