WHAT IS PMS?
Portfolio Management Service has qualified, and experienced portfolio managers backed by a strong research team managing portfolios on behalf of clients instead of the clients managing it themselves.
OUR PMS OFFERING
Pure Advisory Services where we offer
Non-Discretionary Portfolio Management Services
We offer the above advisory plus Trade Execution and Custodial services
Discretionary Portfolio Management Service
All investment related decisions, back office, Fund Accounting, and Custodian services are undertaken. The entire management of the portfolio is done by SBIFM.
Advantages of Using a Portfolio Management Service
Regular Reporting and communications
Tailor-made solutions & services
Privileged access to the Fund Manager
Detailed analysis and review of your portfolio
Control of Portfolio is ultimately in the Client's hands.
We offer Discretionary, Non Discretionary and Advisor services for our Institutional clients. The Institutional mandates are tailor made depending on the clients risk profile and requirements.
For HNI clients we offer discretionary products. One of our our maiden PMS offering for HNI Clients, launched in July 2016, was SBI Growth with Values for investors who wish to diversify a part of their portfolio into alternative investments.Checkout SBI ESG Fund here
SBI Funds Management has been successfully managing and advising investors with an objective to provide opportunities for long-term growth in capital, through well-researched investments in a diversified basket of stocks of Indian Companies.
The Portfolio Managers
Complaint Data PMS
- For any queries and complaints to be registered with Portfolio Manager kindly write us on email@example.com
- If not satisfied with the responses from Portfolio Manager, you can lodge your grievances with SEBI at https://scores.gov.in/ or you may also write to any of the offices of SEBI. For any queries, feedback or assistance, please contact SEBI Office on Toll-Free Helpline at 1800 22 7575 / 1800 266 7575.
- You shall first take up your grievance by lodging a complaint directly with Portfolio Manager (Refer Point - A). If the grievance is not redressed satisfactorily, then you may, in accordance with the SCORES guidelines, escalate the same through the SCORES Portal in accordance with the process laid out therein (Refer Point - B). After exhausting all available options for resolution of the grievance, if you are still not satisfied with the outcome, you can opt for online resolution of dispute through Conciliation/Arbitration on SMART ODR Portal at https://smartodr.in
Alternatively, you can opt for online resolution of dispute through the SMART ODR Portal if the grievance lodged with us was not satisfactorily resolved or at any stage of the subsequent escalations mentioned in the above paragraph (prior to or at the end of such escalation/s).
For details on the process and terms & conditions, please click here