TeamFrequently asked questionExcepteur sint occaecat cupidatat non proident, sunt in coulpa qui official modeserunt mollit anim id est laborum 20 years experience.
As per SEBI guidelines, minimum amount to be invested is Rupees 50 lakhs. You can transfer your existing shares and/or funds with total amount to be minimum Rupees 50 lakhs.
As per SEBI guidelines, we cannot guarantee returns but we aim to beat the benchmark comfortably and create wealth with superior CAGR.
There will be a combination of fixed fees and performance fees on annual basis. It will be as per the agreement between you and the portfolio manager.
We have a discretionary portfolio management service wherein we will invest in equities as per the fund manager on behalf of you. Orbis is the custodian and depository participant registered with NSDL under whose watch the securities will be allocated to individual clients, with each client having ownership in his/her name.
Just fill up your details on the form on the homepage. We will get in touch with you, ask for basic details and proofs, and send you the pre-filled documents for you to go through and sign. Once we receive the same, we will process the documents, open your account and initiate fund transfer.
An NRI/PIO can avail the PMS service under the Portfolio Investment Scheme (PIS) on repatriation and/or non-repatriation basis (NRE and/or NRO account).
As per RBI guidelines, there can only be 1 PIS account for repatriable funds.
As per RBI guidelines, there can be multiple PIS accounts for non-repatriable funds.
As per SEBI guidelines, minimum amount to be invested is Indian Rupees 50 lakhs. You can transfer your existing shares and/or funds with total amount to be minimum Indian Rupees 50 lakhs.