Portfolio Management Service is a highly customized service offering a range of investment options best suited in the current market scenario. Angel offers professional Portfolio Management Service (PMS) to HNI’s who seek customized solutions to realize their investment goals. Our Portfolio Managers are equipped to design an investment portfolio across various investment avenues like Equities, Fixed Deposits, Bonds etc. in sync with your unique needs.

Approach to PMS

• Diversification of portfolio for containing non systematic risks in equity market.
• Active risk management
• Active review and rebalancing
• Expert management
• Best Retail Broking House and Broking House with the Largest Distribution Network – award by DNB (2009)
• Strong risk management
• Experienced and strong fund management team
• Efficient and personalized client servicing
• No entry load on investment
• No lock in period for the investment.
• Flexibility to switch from one strategy to other(Charges applicable)
• Additional purchase facility
• Withdrawal facility for any amount above 500000/-.

Benefits at Angel

• Investment in companies that have a strong competitive advantage over their peers
• Well laid-out investment philosophy
• Pro-active management of funds
• Dedicated Relationship Manager
• Quarterly newsletter from fund management team
• Committed parentage
• Minimum Investment:Rs.5Lacs and Multiples of Rs 1 thereof
• Mode- Either Cheque payment or Stock Transfer or combination thereof

Service Proposition

• Online-Access to Portfolio – Login Id and Password
• Monthly fund performance and fund manager ‘s views on e-mails
• Quarterly performance report statement in a new form
• CA certified Profit & Loss account and Balance Sheet of investments
• Dedicated fund coordinator for fund-related queries
• Centralized team of service coordinators for hassle-free servicing
• Event-based interaction with fund management team
• Servicing from large network of branches across India

PMS Helpdesk :