Angel Broking Portfolio Management Service

Posted on 15th Nov 2016
by TopShareBrokers Team

Rated 4.5/5 based on 18 customer reviews

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Angel broking Portfolio Management Service

Angel Broking offers discretionary Portfolio Management Services (PMS) 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. Currently Angel offer two 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

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Why I choose Angel PMS service?

Angel Broking Ltd. offers Discretionary Portfolio Management Services which means The investment decisions rests solely with the Portfolio Manager. Angel PMS service is like mutual fund investment, but in this case you own individual securities where in 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 PMS works?

At Angel Portfolio Management, 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. Angel broking is a depository participant with Central Depository Services Limited (CDSL). This ensures complete safety in operations. Stock ownership always rests with the client. Fund can be invest in Equity, IPO - If Offers is 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 PMS service?

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 portfolio?

Yes, you can login to 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]


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