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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

Portfolio Recommendation

Portfolio Monitoring

Portfolio Reporting

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

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.

OUR PRODUCTS

Institutions

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.

PORTFOLIO MANAGEMENT SERVICE

HNIs (Discretionary)

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.

International Investors

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.

SBI ADVANTAGE

The Portfolio Managers

portfolio manager Ajit Dange

Mr. Ajit Dange, CFA

Fund Manager and head Institutional PMS

portfolio manager Gaurav Mehta

Mr. Gaurav Mehta

Fund Manager

portfolio manager Ravi Ratanpal

Mr. Ravi Ratanpal, FRM

Fund Manager

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DOWNLOADS

Global Investment Performance Standard Report

Download Report

IVY Portfolio Management Services

Presentation on IVY Portfolio Management Services

Monthly Factsheet