Which type of investors should invest in PMS, and what are its advantages?

Since the minimum capital one needs to invest in a PMS scheme as specified by the regulator SEBI is Rs. 50,00,000, hence, it caters to the niche segment of clients. Clients can be Individuals or Institutions entities with high net worth. Apart from cash, the client can also hand over an existing portfolio of stocks, bonds, or mutual funds having a combined market value of min 50 lakhs to a Portfolio Manager.

Which type of investors should invest in PMS, and what are its advantages?

Following are the Benefits of investing in SMC PMS:

Professional Management

We provide professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk. We only buy fundamentally strong companies available at good to reasonable valuations.

Continuous Monitoring

We recognize the importance of constantly monitoring the portfolio so as to optimize the returns.

Customized Portfolio

You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique so as to suit your investment objective.

Transparency

PMS provides comprehensive communications and performance reporting. Investors will get regular statements and updates from us. Web-enabled access will ensure that client is just a click away from all information relating to his investment.

What is the USP of SMC PMS over peers?

SMC Portfolio Management Services offers Professional Portfolio Management Services (PMS) to HNIs who seek customized solutions to realize their investment goals. SMC portfolio Management Service relieves clients from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal PMS investment avenue for clients. The flexible Investment Plans do provide a lot of convenience to the investors. The focus of the SMC PMS is to create wealth over the long term through investments in equities, and across market capitalization by focusing solely on the fundamentals of the companies with a blend of value and growth investing. Another striking feature of our PMS is approx. 2.5 % weighted average dividend yield.

What is your take on the current market situation?

As of now Russia’s military aggression in Ukraine is showing little signs of abating. Even the foreign players who were selling in the market are now showing interest towards India’s growth story. The fundamentals of the Indian economy are strong as compared to other emerging economies. If we talk about inflation, there is an expectation that the inflationary situation in India will be better than as compared to other countries. The Indian central bank, the Reserve Bank of India has indicated a more accommodative stance than most of the central banks.

On the flip side, the key risk factor is the possible escalation of geopolitical tensions from already elevated levels, which could impact global growth, weaken global trade, and might disrupt global supply chains. It could be seen that global uncertainties are keeping certain commodity prices, especially crude oil, elevated and this is likely to moderate the consumption demand. Despite global concerns, markets are showing strong signs of resilience. However, on the valuation front, it is expected that India is better placed as compared to other economies. Otherwise, any investor who has a long-term horizon of 4 -5 years should get rewarded from the markets.

Few words for Wise Money

Congratulations to the editor and the editorial team of Wise Money”. My heartfelt congratulations on this significant anniversary – one that marks 16 years since the foundation of Wise Money. Over the years, Wise Money has attained an impressive path, widespread recognition, and has become a favorite among the investor community. Please accept my best wishes for your future success, good fortune, and the attainment of new triumphs.

Spread the love

Leave a Comment

Your email address will not be published.