There are many benefits of availing Portfolio Management Services. Some of them are:
1.Professional Management : PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
2.Constant Portfolio Tracking : We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
3.Risk Control : Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.
4.Convenience : Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
5.Transparency : You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login will enable you to access details of your investment on click of a button. The following portfolio reports are accessible online:
5.1 Performance Statements
5.2 Portfolio Holding Reports
5.3 Transactions Statements
5.4 Capital Gain/Loss Statements
Along with it we also send half yearly reports and yearly Audited reports for convenient Tax Filing.
6.Dedicated Relationship Manager : Your Relationship manager will help you carefully understand your financial goals and advise you the right product mix. The relationship managers ensure that you receive periodic updates and account performance reports.
7.Personalized Approach : In PMS, you gain direct personalized access to the professional money managers who actively manage your portfolio. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc with the fund management team.
How can I monitor the performance of my portfolio?
As a part of our service offering and in an endeavor to provide complete transparency of the dealings in the clients PMS account, the following reports are emailed to the clients to their registered email id/ mailed to the correspondence address, which will enable the clients to track their portfolios.
1.Account Performance Statement
2.Holding Statement
3.Transaction Statement
4.Capital Movement Statement
5.Corporate Action Statement
6.Debit Note
7.Client Information
8.Taxable Gain/Loss statement
9.Clients are provided with a login id and password which will enable 24*7access to the details of the investments on click of a button.
10.Audited reports certified by a CA will be sent to all clients annually after March-year end audit is completed.
Our Offerings:
At Elite Universe, we offers the wide range of Discretionery Portfolio Management Services from the reputed AMC’s and across the categories. For more details pls contact info@wealthuniverse.in or call 7566663243.