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.
Under these services, the investment decisions' choice and timings rest solely with the Portfolio Manager.
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.
Under these services, the portfolio manager only advises investment ideas; however, the choice and the execution of the investment decision remains with the investor.