RMoney Wealth

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.

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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

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.

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