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What is Portfolio Management?

Managing investments in equities requires time, knowledge, experience and constant monitoring of  Those who need an expert to help to manage their investments,

portfolio management services

 (PMS) comes as an answer.

The business of portfolio management has never been an easy one. Juggling the limited choices at hand with the twin requirements of adequate safety and sizeable returns is a task fraught with complexities.

Given the unpredictable nature of the it requires solid experience and strong research to make the right decision. In the end it boils down to make the right move in the right direction at the right time. That's where the expert comes in.

Kotak Securities have over a decade experience in providing portfolio Management services, where we help you to understand the way into the market

When you invest your hard earned money, it is imperative to know all about your investments we help you to take those steps forward towards Informed Investments - a consultative and transparent method of investing. With our portfolio management services you are always consulted and informed of all investment decisions, thus giving you total control of your portfolio.


How do you benefit with PMS?

At most times the rationale behind your investments is a matter of concern. With PMS our Portfolio Managers will always keep you apprised of the reason behind investment decisions, plus you are always kept up-to-date on the allocation and distribution of your funds.

Scientific Investment Decisions:
PMS provides a scientific and disciplined basis for investing. Besides you have the flexibility of making investment decisions after speaking to our Research Team.

Traditional investment options do not provide a team of dedicated investment consultants. PMS will provide you exclusive access to the Research Desk and their Proprietary Research Reports.

Learn while your earn:
The Consultative Investment Approach of PMS gives you an opportunity to learn the nuances, understand the rationale and details behind every investment decision.




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