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Discretionary PMS |
Under this service, the portfolio manager will decide about the investments based
on the investment objectives laid down by the investor. This PMS account of the
client is managed at the full discretion and liberty of the portfolio manager to
be maintained in specific clients’ account.
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Non-Discretionary PMS |
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Under this service, the portfolio manager will recommend investments based on the
investment objectives laid down by the investors. The investor will be consulted
about the recommendations before executing the transactions in their account.
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Advisory PMS
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Under this service, the portfolio manager will recommend investments based on the
investment objectives laid down by the investor. The investor will carry out investments/liquidations
as per his choice through his own broking accounts.
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NON-RESIDENT INDIANS (NRI's)
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We at MSFL would strive to provide a platform of services for Non-Resident Investors
(NRI's). We shall take care of the consultancy, execution and management services
to its NRI investor with special attention to the adminstrative and legal obligations
they are required to meet. MSFL would help NRI's to structure/restructure their
equity portfolio through Portfolio Investment Scheme (PIS), through a recognised
stock exchange on a repatriable or non-repatriable basis.
Benefits of PIS offered by MSFL
Disciplined investment approach with a long term philosophy.
The entire investment procedure is taken care of and complete assistance is provided
right from full back office support by way of account opening to taking care of
compliance and RBI guidelines.
PMS service to NRI's will ensure that the portfolio grows in accordance with the
investors investment objectives.
Capital gains and taxation matters are handled by the bank making the entire procedure
hassle free for the investor.
Services offered by MSFL to NRI's
Assessment and analysis of your current financial position with reference to equity
and mutual funds.
According to your needs, setting your financial goals.
Developing a strategy to enable you to achieve your financial objectives with acceptable
levels of risk.
Monitoring the strategy and complete execution of the investments.
Below reports would be available on net
Account performance report
Valuation report
Transaction report
Review of portfolio based on investment options
Complete back office support to clients for smooth flow of transactions
Investment Process Flow
For a detailed understanding of the investment
process please "click here"
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