Angel Broking PMS

Broker Articles   Buyback Dashboard   Compare Top Stock Brokers in India  
Rated 4.5/5 by TopShareBrokers Team

Need help choosing a broker?

Name 

 Phone 
Email   City 
State   
Angel Broking PMS

Angel Broking offers discretionary PMS (Portfolio Management Services) to HNIs (High Net Worth Individuals) who seek customized solutions for their investment goals. Angel professional Portfolio Managers create an investment portfolio for you in Equities, Fixed income, Bonds, Debt, cash and structure products to meet your unique needs. The investment decisions rests solely with the Portfolio Manager. The minimum investment in PMS Scheme is Rs 25 lac.

Angel Broking PMS FAQ

  • What products does Angel Broking PMS offers?

      Angel Broking PMS offers 2 products

      1. Angel Evergreen Large Cap Portfolio : In this scheme, your money will be invested in companies having large market capitalization.

        Investment horizon: 18 to 24 Months

        Risk: Moderate

        Return: Moderate

      2. Angel Lotus Portfolio: In this scheme, the money is investments in equities and across market capitalization by focusing solely on fundamentals of the companies with a blend of value and growth investing.

        Investment horizon: 18 to 24 Months

        Risk: Moderate

        Return: Moderate

  • Why I choose Angel Broking PMS service?

      Angel Broking offers Discretionary Portfolio Management Services which means, The investment decisions rests solely with the Portfolio Manager. The Angel PMS is like mutual fund investment, but in this case, you own individual securities wherein Mutual funds you own units in the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. The other reasons are as follows:

      • Proper diversification of portfolio.
      • Can withdraw your profit whenever you want, provided you maintain the minimum ticket size.
      • Portfolio is always managed by professional fund Manager.
      • No upper limit on the amount you can invest in the Portfolio Management Service.
      • No lock-in period for investment however preferable to hold for 18-24 months.
      • Flexibility to switch from one strategy to other (Charges applicable).
      • Minimum Investment of Rs 25 lakhs.
  • How Angel Broking PMS works?

      At Angel PMS, the Relationship Manager will discuss with you about your financial goals, your investment desire and draft a portfolio. Later on, investment will be made according to the scheme objective. The Angel broking is a depository participant with Central Depository Services Limited (CDSL). This ensures complete safety in operations. The stock ownership always rests with the client. The fund can be invest in Equity, IPO - If Offers are appropriate, Debt or liquid fund, no investment in Intraday trade, can invest in Derivatives (F&O) for hedging purposes as per SEBI's guideline.

  • What are the charges for Angel Broking PMS?

      Charges to avail PMS services are

      • Asset Management Fess: 2.0% PA
      • Brokerage: 0.5% per transaction.

      Management fees are chargeable on daily average NAV at the end of each quarter or withdrawal of fund whichever is earlier. (Please refer to the product brochure for complete bifurcation of charges)

  • Can I check my PMS portfolio?

      Yes, you can login online on angel broking website and check your portfolio regularly. You will get monthly portfolio report with your holdings by email. For any help and product enquiry contact angel PMS helpline email - [email protected]

Last updated on 14th May 2019

SAVE 70% ON YOUR BROKERAGE

Name 

 Phone 
Email   City 
State   

Other topics related to Angel Broking

Enquire Trading Account:

Name 

 Phone 
Email   City 
State   

User Comments

avatar
1. Rajiv Malhotra  May 15, 2019 6:41:34 AM IST Reply
How much return I can get with PMS? Do they have an assured minimum return?






Search topsharebrokers.com:

Translate topsharebrokers.com: