we advise the investor in which routes are best to take.
The non-discretionary manager is more like an advisor than a portfolio manager himself. we advise the investor in which routes are best to take. The risks and rewards are cleared mentioned in the advisory note while the discretion to take action is totally with the investor.
Only once the manager has been given the go ahead, the portfolio manager takes the appropriate action on the investor’s behalf.
What we offer:
Professional management where managers decide where to invest, and when to buy and sell investments.
Mitigation of risk is one of the core principles of PMS. It helps in ensuring stable returns in the long run.
PMS provides weekly updates on the portfolio and Net Asset Value through email.