Login
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.
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.
Checkout SBI ESG Fund hereInternational 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
Mr. Dinesh Ahuja
CIO – PMS & Alternatives Fixed Income
Mr. Gaurav Mehta
CIO – Alternatives Equity
Vinaya Datar
Chief Compliance Officer & Company Secretary
Mr. Ravi Ratanpal
Principal Officer and Fund Manager
Mr. Pankaj Jain
Fund Manager
Mr. Sundeep Nigudkar
Fund Manager
Mr. Mehraj Ahmed Lone
Fund Manager
Mr. Ankit Gupta
Analyst
Mr. Jimmy Buhariwala
Fixed Income Dealer
Mr. Hardik Shah
Credit Analyst
Puja Kasat
Credit Analyst
DOWNLOADS
PREVIEW
DOWNLOAD
PREVIEW
Complaint Data PMS
- If you wish to invest, please contact your financial advisor or to invest Direct please write to us on pmsops@sbimf.com or call us upon 022-61793000.
- For any queries and complaints to be registered with Portfolio Manager kindly write us on pmsops@sbimf.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