Kotak Consulting PVT.LTD.

Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialised investment strategies to capitalise on opportunities in the market. Kotak Consulting offers its professional services to recommend Portfolio Management Services from reputed third party providers (fund houses / financial institutions), who, invest your money after scientifically analyzing the pros and cons of the various options. Our recommendations aim to ensure that your strategy and portfolio are built on solid foundations. Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country

Personalised Advice

Experienced Portfolio Managers give you sound investment advice and strategies that help you invest smartly. You are assured of the best fund managers in the industry who craft customised stock portfolios that work wonders. With PMS products you are assured of:

More choice in terms of portfolios to suit individual client needs and risk appetite.
Ability to structure products that meet specific investment objectives.
Choice of alternate investment products that were traditionally available to the very wealthy.

Professional Management

PMS products combine the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities. The Portfolio Managers take care of all the administrative aspects of your portfolio with a monthly or semi annual reporting on the overall status of the portfolio and performance.

Continuous Monitoring

The expert Fund Managers and research team keep a constant watch on your money. The teams of experts know exactly how your money is performing through continuous monitoring. You, as a customer are always informed through:

Communications that include relevant information on major market events.
Quarterly or semi-annual performance updates.

Hassle Free Operation

As a PMS customer you are assured of hassle-free operations. With total portfolio transparency, in-depth market information for better decision making and direct access to the portfolio management team, PMS assures high service standards.