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CLIENT RIGHTS IN PMS
Sebi clarifies rules on pledging securities for discretionary PMS clients to raise loansIn a recent update, the Securities and Exchange Board of India (Sebi) confirmed that clients engaged in discretionary portfolio management ...
ETMarkets Smart Talk | Direct stocks are not the answer for global investing; fund of funds makes more sense: Rahul JainAccording to Rahul Jain, President & Head – Wealth Management at Nuvama, direct stock-picking is not the answer for most investors looking ...
ETMarkets NRI Talk| The question is no longer 'Why India?' but 'At what valuation?': Bhaskar HazraHazra also shares his views on sector opportunities, the role of alternatives, and why financial assets are increasingly becoming a preferr...
ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep GuptaFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, an...
Know Your Fund Manager | Gaurav Chopra, Fund Manager – Equity at Union AMCWith over a decade of experience in equity research, portfolio management and fund management, Union Mutual Fund's fund manager shares his ...
ETMarkets Smart Talk | Tier III India is creating the next wave of millionaires: Centrum Wealth CEO Sandeep DasWealth creation is expanding beyond metros into smaller cities. Family offices are growing significantly, managing wealth more formally. Cr...
NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...
PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watchPortfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...
Paying extra for MF-PMS? Here’s what investors get and what they may lose on returnsPMS-style mutual fund advisory can fetch you a curated selection of funds with allocation and execution embedded. This convenience faces a ...
Groww steps up wealth play via MF and portfolio management solutionsGroww is expanding deeper into wealth management by developing platforms for high-net-worth clients and mutual fund distributors. This foll...
Rockstud Capital to foray into PMS business with focus on small & midcapsThe fund will be managed by a dedicated team with more than a three-decade of experience and will leverage its successful track record of R...
PMS asset base rises 17 pc to Rs 25.4 lakh crore in JulyAssets Under Management (AUM) of the portfolio management industry rose to Rs 25.4 lakh crore at the end of July 2022 from Rs 21.77 lakh cr...
PMS asset base rises 15% to nearly Rs 25 lakh crore in June"Given India's high growth and young population, the same factors will continue to drive growth going forward. There is still a significant...
Porinju Veliyath made his comeback in FY21, but his PMS still lost clientsSince hitting their multi-year lows in March 2020, midcap and smallcap stocks have made a roaring comeback.
Sebi tightens disclosure rules for PMS, seeks distributor commission detailsR Pallava Rajan, Founder, PMS Bazaar said, “Disclosure of distribution commission was not mandated in the PMS industry so far. As per new r...
Tighter norms for default disclosure by listed firmsThe disclosure on defaults must be made within 24 hours from the 30th day, the capital market regulator said.
What is Discretionary Portfolio Management Service?In a discretionary PMS, the portfolio manager manages the funds of the client in accordance with the needs of the client.
- Valuations are a little bit stressed: Centrum Wealth Managers Ltd
Mehraboon Irani, Sr VP, PMS, FCH, Centrum Wealth Managers Ltd, in a chat with ET Now talks about markets.
- Wealth managers devise new strategies to woo investors
Some are formulating new investment strategies to woo investors, others are bolstering wealth management operations. More paperwork for MF ...
- Commodity trading too goes PMS way
FMC has circulated a set of draft guidelines among exchanges seeking their views on the subject.