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Portfolio Management Service (PMS)

The stock market is unpredictable. Investment in the market, therefore, requires time, knowledge, and constant monitoring. It also needs a solid experience and strong research to make the right decision. Even more importantly, you need to get the timing of the investment right. It thus requires great expertise.

As a result, there are many who wish for an expert to help manage their investments. If you are one among them, then Kotak Securities’ portfolio management services (PMS) is your answer.

What Kotak Securities offers

The business of portfolio management has never been an easy one. Managers have to ensure that they deliver sizeable returns without compromising the safety.

Kotak Securities has over a decade’s experience in providing portfolio management services, where we help you understand the way into the market.

At Kotak Securities, we use a transparent approach to investing your hard-earned money. You will always be consulted, advised and informed of all your investments. Thus, you have total control over your portfolio.

Benefits of Portfolio Management Service

  • Transparency
    The biggest worry is misuse of funds. However, that won’t apply here. Every investment decision taken would be conveyed along with detailed reasons. You will be always kept up-to-date on the allocation and distribution of your funds.

  • Scientific investment decisions
    PMS provides a scientific and disciplined basis for investing. Besides, you have the flexibility of making investment decisions after speaking to our research team.

  • Expertise
    Traditional investment options do not provide a team of dedicated investment consultants. PMS will provide you exclusive access to our research team and their reports.

  • Learn while you earn
    The consultative investment approach of our PMS gives you an opportunity to learn the nuances, understand the rationale and details behind every investment decision.

Kindly note that clients have an option to be on-boarded for Portfolio Management Services directly, without intermediation of persons engaged in distribution services. This is as per SEBI circular number: SEBI/HO/IMD/DF1/CIR/P/2020/26, dated February 13, 2020.

These are not Exchange traded product and the Member is just acting as distributor. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

In order to have a look at the performance of our Portfolio Management Services over the last 3 financial years? Click here

Why PMS?
  • Expert guidance
  • Saves time
  • Transparent investment methods
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