Portfolio Management Services

GPTKB entity

Statements (46)
Predicate Object
gptkbp:instanceOf gptkb:financial_services_company
gptkbp:alsoKnownAs gptkb:PMS
gptkbp:assetClass debt collection
Equity
Mutual Funds
Structured Products
gptkbp:country gptkb:India
gptkb:United_Kingdom
gptkb:United_States
gptkbp:customs High
gptkbp:documentation Agreement Required
gptkbp:example ASK Investment Managers PMS
ICICI Prudential PMS
Kotak PMS
Motilal Oswal PMS
gptkbp:fareControl Performance Fee
Fixed Fee
Hybrid Fee
gptkbp:focus Customized Investment Portfolios
gptkbp:frequency Monthly
Quarterly
https://www.w3.org/2000/01/rdf-schema#label Portfolio Management Services
gptkbp:liquidity Depends on Portfolio
gptkbp:minimumInvestment INR 50 lakhs (India)
gptkbp:objective Capital Appreciation
Wealth Preservation
gptkbp:offeredBy Asset Management Companies
Wealth Management Firms
gptkbp:regulates gptkb:Securities_and_Exchange_Board_of_India
gptkbp:relatedTo gptkb:Investment_Management
Wealth Management
Mutual Funds
Advisory Portfolio Management
Discretionary Portfolio Management
Non-Discretionary Portfolio Management
gptkbp:riskFactor Varies by Strategy
gptkbp:serviceType Advisory
Discretionary
Non-Discretionary
gptkbp:targetAudience High Net Worth Individuals
gptkbp:taxStatus Depends on Asset Class
gptkbp:bfsParent gptkb:Birla_Sun_Life_Asset_Management
gptkb:Tata_Asset_Management
gptkb:Kotak_Mahindra_Asset_Management
gptkb:ICICI_Direct
gptkbp:bfsLayer 7