Portfolio Management Services

GPTKB entity

Predicate	Object
gptkbp:instanceOf	gptkb:financial_services_company
gptkbp:alsoKnownAs	gptkb:PMS
gptkbp:assetClass	gptkb: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
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:Wealth_Management gptkb:Investment_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
gptkbp:bfsLayer	7
https://www.w3.org/2000/01/rdf-schema#label	Portfolio Management Services