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What is PMS?

Portfolio Management Services or PMS are the services offered by a Portfolio Manager. It is basically a portfolio of investors investments made in different financial products like stocks, debt, fixed income products, cash, and other investment securities. These portfolios are managed by professional money managers who are experts in the job and customize the portfolio for each investor on the basis of their financial objectives and goals. The portfolio for investors is also designed on the basis of their risk appetite and return expectations.
When you invest in PMS, you hold your own individual securities. This is quite different from a mutual fund investment, as there you hold a unit of a fund.
RMoney has a tie-up with Narnolia Financial Advisors Ltd. and Motilal Oswal Investment Services, where the products will be offered by Narnolia and serviced by RMoney.

Benefits of PMS

  • A portfolio gives a holistic view of all the investments made by the investor in different financial instruments.
  • Since the investors can track all their investments holistically, it helps in better decision making.
  • Portfolio Management helps investors in minimizing the risk involved in investments.
  • It helps the investors in maximizing the returns by investing in a planned and disciplined manner.
  • Portfolio management helps investors in readjusting and rebalancing their portfolio with time.
  • It improves the financial understanding of the investors and how the market works.

Why Narnoila Financial Advisors For Model Funds

  • Narnolia Financial Advisors Ltd. started over two decades ago with the core philosophy of improving the financial security of its customers in an ethical and superior to industry standard ways.
  • Narnolia has conducted focused research on 1600+ stocks and 2000+ Mutual Fund schemes that led to the generation of 283% absolute return in the last 5 years.
  • The Asset Under Custody and Management (AUCM) grew 41 times. Narnolia is a leader in IPO Distribution- as high as 84% in select issues.

Get a FREE Screening, Diagnostics, Restructuring (SDR) Report worth Rs. 12,980/- of your portfolio and how to plan your future portfolio.

What are Model Funds?

  • They are an effective way to give enough freedom to the fund manager to manage his clients the way he would have managed his own funds.
  • For this RMoney has a tie-up with Narnolia Financial Advisors Ltd.
  • The Model Funds and themes from Narnolia include:
    • New India Fund
    • India 3T series 2 Fund
    • Small-Cap Theme
    • Financialization Theme

Historical Performance of Narnolia Model Funds

Calendar Year India 3T Benchmark Alpha
2013 9.3 3.3 6.0
2014 62.4 37.0 25.4
2015 19.2 (0.8) 20.0
2016 12.3 3.8 8.5
2018 36.1 35.9 0.2
2019 (2.3) (3.7) 1.4

Why Motilal Oswal for PMS

  • Motilal Oswal is one of the largest broking companies in India with presence across 2,200+ locations and AUM of 9,300+ Cr in investment products.
  • It is an award-winning research covering 95% of market capitalization.
  • It offers real-time portfolio monitoring and restructuring tools which help investors to make investment decisions on the move.
  • Investors get the recommendation across asset classes at their fingertips.
  • Motilal Oswal is now a Fortune 500 (India) company and won Best Broking Business of the year award in 2018, ‘The Brand of the Year’ at CNBC TV18
  • India Business leader Awards in 2018 and “Best Performing National Financial Advisor Equity Broker Award’ for 5 times.

MOAMC Next Trillion Dollar Opportunity Strategy (NTDOP)

Performance % Value of 1 Cr. Invested
Period Value Strategy Nifty 50 Value Strategy Nifty 50
1 year -1.03 5.41 0.99 1.05
2 year 3.92 7.67 1.08 1.16
3 year 11.96 11.43 1.40 1.38
4 year 9.69 8.78 1.45 1.40
5 year 19.59 9.36 2.45 1.56
Since Inception 16.19 5.71 5.68 1.90

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A little more about PMS

PMS

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. 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.

Discretionary:
Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.

Non Discretionary Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor. However the execution of trade is done by the portfolio manager.

Advisory
Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the Investor. Note: In India majority of Portfolio Managers offer Discretionary Services.

  • Winner of Times of India Winner of
    Times of India Award 2016

    for Excellence in Financial Services
  • Winner of Commodity Broker of the Year award in 2017 & 2018 by MCX Winner of
    Commodity Broker of the Year award

    in 2017 & 2018 by MCX, India's largest commodity exchnage
  • Top 5 Volume driving Brokerage Houses Among
    Top 5 Volume driving Brokerage Houses

    at Leading exchanges in India
  • Winner of Krishi Pragati Award 2017 Winner of
    Krishi Pragati Award 2017

    by National Commodities & Derivatives Exchange (NCDEX)

With Over 50,000 Happy Customers and Counting more...

  • Sunil Wadhwa

    When I decided to take portfolio management services, I had no idea where to begin with, who to contact, what should be the starting amount of investing, etc. This is where RMoney came to my rescue. They understood my financial needs and guided me on how to start investing and till today are with me in my journey of increasing my wealth.

  • Ashish Kukreja

    As a businessman, I am usually busy and don’t get much time to study the market trends and take investment decisions. I joined hands with RMoney as my wealth manager and I am happy to see that my portfolio is being managed well giving me higher returns on my investments.

  • Surinder Singh

    RMoney is surely a good choice if you are looking for wealth management guidance. They have expert and trained professionals for maintaining your portfolio and help you increase your wealth.

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