SEBI-registered portfolio manager will handle
your portfolio
With KredX, you’ll get a dedicated Relationship Manager (RM) to resolve your doubts
Get a quarterly report on your investments to analyse your financial growth
Plan your investments to meet your specific financial goals
Select from a list of leading SEBI-registered managers with an incredible track record
With portfolio management and advisory service, you will invest in shares, debt, fixed income, and other investment options under the guidance of a SEBI-registered portfolio manager. You’ll get the freedom to choose a manager whose investment strategy and past track will align with your investment goals.
Sign up on the KredX website or app and click on the "PMS/Advisory" tab
See the list of service providers present on the KredX platform
After choosing a service provider, click on the "Inquire Now" tab
Post selection, you'll get a call from your KredX relationship manager for proper guidance
Connect with SEBI-registered portfolio managers to get customised financial services.
Plan your investment goals
Track your portfolio on the go
Get quarterly portfolio reports
Chat live with our support team
SEBI-registered portfolio managers will help you identify the
most effective investment opportunity.
Portfolio Management & Advisory is an opportunity in different instruments like shares/stocks, fixed income, debt, cash, etc. managed by professional portfolio managers/fund managers. A PMS portfolio is managed by a portfolio manager/fund manager that can be customised to meet specific investment goals.
KredX's Portfolio Management and Advisory Services is a tailor-made professional service offered to cater to patron's specific investment objectives by connecting them with Sebi-registered portfolio managers/fund managers. KredX platform acts as a marketplace wherein patrons can choose from leading portfolio managers/fund managers basis their profile, investment strategies, and past performances.
Discretionary:
Under these services, the investment decisions' choice and timings rest solely with the Portfolio Manager.
Non-Discretionary:
Under these services, the portfolio manager only advises investment ideas; however, the choice and timings of the investment decision, rest solely with the investor. However, the execution of trade is fulfilled by the portfolio manager.
Advisory:
Under these services, the portfolio manager only advises investment ideas; however, the choice and the execution of the investment decision remains with the investor.
The investment solutions offered by KredX's Portfolio Management & Advisory Services cater to a niche segment of investors, who can be either Individuals and Non-Individuals such as HUFs, Partnerships Firms, Sole Proprietorship Firms, Institutional Entities, or Family Offices.
Yes. Like all other investments, investing in Portfolio Management & Advisory services entail a certain amount of risk, including the possible depletion of the principal amount invested, which is subjected to change basis the security selected. For instance, investments in small and mid-sized companies tend to involve more risk than investments in blue-chip companies.
The tax liability of an investor availing the PMS/Advisory services is the same as of the capital market directly. However, it is advisable for investors to consult a tax advisor for the same. The portfolio manager/fund manager provides an audited statement of accounts at the end of the financial year to help the investor in assessing his/ her tax liabilities.
Here are some of the benefits of Portfolio Management & Advisory Services:
Professional Management: The service allows investors to choose from SEBI-registered portfolio managers/fund managers and advisors with the objective of delivering consistent long-term performance.
Continuous Monitoring: Constant monitoring of portfolio and periodic changes to optimise performance.
Risk Control: Research team to establish the investor's investment strategy, and providing the PMS/Advisory provider real-time information to support it.
Transparency: Comprehensive communications and performance report allows investors to get regular statements and updates
Customised Advice: Tailor-made investment advice to achieve investor's financial objectives.
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