Portfolio Management Services

Avail the benefits of getting your investments managed by expert investment managers.

  • Minimum investment requirement is Rs. 50 lakhs
  • Dedicated team
  • 25+ Years of Trust and Service
  • With AUM approx. 1.10L+ Cr.
Start your wealth creation journey today.
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Private Client Group (PCG) of IIFL Securities

  • IIFL Securities is one of India's top brokerage houses & financial services companies.
  • Private Client Group (PCG) of IIFL Securities caters to the very unique & specific needs of some of the most valuable clients of the company.

Portfolio Management Services (PMS) - Get dedicated management for your investment portfolio

Key features of our PMS:

  • Management of your portfolio of investments by an expert portfolio manager.

  • The portfolio manager manages the funds of the customer based on his or her unique risk tolerance.

  • The portfolio manager manages the funds based on investment goals of customers.

  • The portfolio manager manages the funds based on investment horizon of customers.

  • The portfolio manager is supported by a dedicated team of research & investment experts.

  • Continuous monitoring of the portfolio of clients by the portfolio manager may result in generation of optimum returns.

  • Minimum investment requirement for PMS is Rs. 50 lakhs

  • Management fee of 1%-2% is charged for managing the assets of the customer

Our unique value proposition

  • Our PMS products & recommendations may result in generation of optimum returns for customers.

  • Optimum returns can be generated because of the portfolio manager's expertise.

  • Continuous monitoring of the client's investment portfolio may also generate superior returns.

Benefits of our PMS products / recommendations

  • Clients may be able to generate higher returns on their money.

  • More informed investment decisions.

  • Continuous monitoring of the client's investment portfolio may also generate superior returns.

Terms & Conditions

Investments in securities market are subject to market risks, read all the related documents carefully before investing. There is no assurance or guarantee that the investment objectives shall be achieved. IIFL does not guarantee any assured returns on the investments recommended herein.

Disclaimer

All investments are subject to market risks and price fluctuation risk and there is no assurance or guarantee that the investment objectives shall be achieved. IIFL does not guarantee any assured returns on the investments recommended herein. The return on investments mentioned herein is based on certain assumptions and actual returns may vary from the indicative returns mentioned herein. Past performance of securities/ instruments is not indicative of their future performance. The performance of the investment products recommended in the Report may be adversely affected by various factors such as the performance of individual companies, changes in the market conditions, micro and macro factors and forces affecting capital markets in particular like interest rate risk, credit risk, liquidity risk and reinvestment risk. Your specific attention is drawn towards warnings, disclaimers in documents, advertising materials relating to investment products, recommended, if any, in the Report. Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure Documents carefully before investing in Equity Shares, Derivatives, Mutual fund or other instruments traded on the Stock Exchanges. Insurance, Tax planning scheme are the subject matter of solicitation. IIFL does not underwrite the risk or act as an insurer. Performance related information if any is not verified by SEBI.

Though all possible care has been taken to ensure the accuracy of data/information, IIFL makes no representation/s or warranty/ies, express or implied, as to the accuracy, completeness or reliability of any information compiled herein, and hereby disclaims any liability with regard to the same, including, without limitation, any direct, indirect, incidental or consequential loss. You shall verify the veracity of the information on your own before using the information provided in the Report. This report shall not be reproduced, redistributed, or passed on, directly or indirectly, to any other person, or published, copied, in whole or in part, for any purpose whatsoever. Depending upon your specific requirements and information further supplied by you, IIFL reserves the right to make any modifications and alternations to this Report, as may be required from time to time. IIFL takes no responsibility of verifying the accuracy and authenticity of the information received for preparation of this Report. IIFL group, associate and subsidiary companies are engaged in providing various financial services and for the said services (including the service for acquiring and sourcing the units of the fund) may earn fees or remuneration in form of arranger fees, referral fees, advisory fees, management fees, trustee fees, Commission, brokerage, transaction charges, underwriting charges, issue management fees and other fees.

IIFL Securities Ltd., IIFL House, Sun Infotech Park, Road No. 16V, Plot No. B-23, MIDC, Thane Industrial Area, Wagle Estate, Thane - 400604. Tel.: (91-22) 2580 6650 *Customer Service: 40071000

*Stock Broker SEBI Regn.: INZ000164132 *Depository: INDP185 2016 *MF Distributor ARN: 47791, *PMS SEBI Regn.: INP000002213, *Investment Adviser SEBI Regn.: INA000000623, *Research Analyst SEBI Regn.:-INH000000248

Please note that this post is for information purpose only and not an invitation to subscribe to the units of the fund as the same is only offered on private placement basis. Investment in securities market is subject to market risk please read offer documents carefully before investing.

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IIFL Customer Care Numbericon1860-267-3000 /7039-050-000

Gold/NCD/NBFC/Insurance and NPS

IIFL Securities Support Whatsapp Numbericon +91-9892691696
Download The App Now
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2024, IIFL Securities Ltd. All Rights Reserved

ATTENTION INVESTORS

  • Prevent Unauthorized Transactions in your demat / trading account Update your Mobile Number/ email Id with your stock broker / Depository Participant. Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/ CDSL on the same day." - Issued in the interest of investors.
  • KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
  • No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."

www.indiainfoline.com is part of the IIFL Group, a leading financial services player and a diversified NBFC. The site provides comprehensive and real time information on Indian corporates, sectors, financial markets and economy. On the site we feature industry and political leaders, entrepreneurs, and trend setters. The research, personal finance and market tutorial sections are widely followed by students, academia, corporates and investors among others.

Risk Disclosure on Derivatives

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to Rs. 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Copyright © IIFL Securities Ltd. All rights Reserved.

Stock Broker SEBI Regn. No: INZ000164132, PMS SEBI Regn. No: INP000002213, IA SEBI Regn. No: INA000000623, SEBI RA Regn. No: INH000000248

We are ISO 27001:2013 Certified.

This certificate demonstrates that IIFL as an organization has defined and put in place best-practice information security processes.

IIFL Customer Care Numbercall-icon1860-267-3000 /7039-050-000

Gold/NCD/NBFC/Insurance and NPS

IIFL Securities Support Whatsapp Numberwhatsapp-icon +91-9892691696
Download The App Now
iconicon

MARKET

IDEAS

MUTUAL FUNDS

TRADING DOCUMENTATION

CALCULATOR

GLOSSARY (A-Z)

2024, IIFL Securities Ltd. All Rights Reserved

ATTENTION INVESTORS

  • Prevent Unauthorized Transactions in your demat / trading account Update your Mobile Number/ email Id with your stock broker / Depository Participant. Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/ CDSL on the same day." - Issued in the interest of investors.
  • KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
  • No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."

www.indiainfoline.com is part of the IIFL Group, a leading financial services player and a diversified NBFC. The site provides comprehensive and real time information on Indian corporates, sectors, financial markets and economy. On the site we feature industry and political leaders, entrepreneurs, and trend setters. The research, personal finance and market tutorial sections are widely followed by students, academia, corporates and investors among others.

Risk Disclosure on Derivatives

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to Rs. 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Copyright © IIFL Securities Ltd. All rights Reserved.

Stock Broker SEBI Regn. No: INZ000164132, PMS SEBI Regn. No: INP000002213, IA SEBI Regn. No: INA000000623, SEBI RA Regn. No: INH000000248

We are ISO 27001:2013 Certified.

This certificate demonstrates that IIFL as an organization has defined and put in place best-practice information security processes.