28/2/2023

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5 mins read

Portfolio Management Service in Surat

A service for having a professional portfolio manager handle an investment portfolio is called portfolio management services, or PMS. Ckredence provides Portfolio Management Service in Surat. In order to achieve certain investment goals, a portfolio manager employs his skills to invest money in a variety of instruments, such as stocks, fixed deposits, fixed-income funds, debts, and structured products Portfolio Management Services' advantages (PMS) • Allocating assets properly • Expert Evaluation • Predetermined Action • Investment diversification • Periodic Rebalancing The conventional investment actions, such as investing while the market is rising or vice versa, are not followed or crammed by specialists. The PMS specialists disagree with this. They make sensible selections and thoroughly comprehend or examine market phenomena. They consider your needs and invest in the desired segment in accordance. In PMS, there are three categories of portfolios: Discretionary PMS- Discretionary Portfolio gives the service provider the authority to decide whether the client wishes to sell or acquire the shares on his behalf. Non-Discretionary PMS: This is merely the opposite of the aforementioned. Before doing any transaction, the service provider in this case speaks with his clients regarding investment choices or the buying and selling of shares. Only the client has the authority to make decisions. Advisory: Only advise is provided to the client. The portfolio manager doesn't carry out any executions on the client's behalf. The performance of the portfolio depends on the manager's capacity to outperform the market. The accuracy of the security analysis performed by the portfolio manager, and consequently the skill of the fund manager and the investment management firm, are closely correlated with the returns and performance of the portfolio manager.

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Surat (Head office)
B 101/106, Tirupati Plaza, Near Collector Office, Athwagate, Surat 395001, Gujarat, India. T 0261 - 4084444
Mumbai Office
A/6, Ground Floor, Jain Society, Jitendra Road, Malad (East), Mumbai 400097, Maharashtra, India. M +91 98205 72872

Ckredence Wealth Management Pvt Ltd-

CIN: U67120GJ2001PTC039294

Chirag Stockbroker Pvt Ltd-

CIN: U67120GJ2005PTC4557

Chirag Financial Services -

REGN NO: GUJ/SRT/(17) – 40682

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0261-4084412

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Info

AMFI ARN NO.

52902

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

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