A managed portfolio. A clearly understood mandate.
Portfolio Management Services involve a portfolio managed under an agreement with a portfolio manager. The mandate, discretion, reporting and fee arrangements need careful review.
Discuss PMS ›Investments involve risk. Capital and returns are not guaranteed. Eligibility and product requirements apply.
Make room for the right questions.
Understanding portfolio mandates
Reviewing manager approach and reporting
Comparing costs and investment requirements
Clarity on the details.
Perspective on the risks.
- Assess market, concentration and liquidity risks.
- Review management/performance fees, charges and potential tax implications.
- Verify the manager’s registration and applicable eligibility before proceeding.
Product information here is general and educational. Availability and the capacity in which Professional Portfolio acts must be confirmed against verified authorizations before any product is offered. No transaction or application is accepted through this website.
Read disclosures ›Begin with
a conversation.
Share your priorities. Review the relevant documents, costs and conditions. Make a decision only when the arrangement is clear.
Request a consultation ›Frequently asked questions
Are PMS returns guaranteed?
No. A portfolio can lose value. Review risk disclosures and assess whether the mandate matches your needs and capacity for losses.
What should I ask a portfolio manager?
Ask about the mandate, decision process, concentration, liquidity, costs, reporting, termination and conflicts. Review the agreement and disclosures before deciding.
How do I contact the team?
Use the enquiry form. Your request will be emailed to both abhijitlic.pal@gmail.com and serviceavijit@gmail.com. The team will respond to confirm any appointment.