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
|