Detailed Analysis of Capital Gains Tax Hike on Smallcases & PMS Vs. Mutual Funds & AIFs
by Siddharth Singh Bhaisora5 min read
Explore the implications of the Union Budget 2024-25 capital gains tax changes on PMS, Mutual Funds, Smallcase, and AIFs. Learn how these tax hikes affect returns, and discover strategic responses by investment managers to optimize post-tax performance.
04 August 2024
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PMS Vs Mutual Funds Investment: Where Should We Invest
by Alina Khan5 min read
Confused about PMS vs Mutual Funds? Dive deep into a comprehensive guide exploring key differences between portfolio management services and mutual funds, factors to consider, suitability for your risk profile, and make an informed investment decision.
27 March 2024
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Demystifying Demat Accounts for PMS Investments
by Alina Khan5 min read
Transitioning from stocks to PMS? This guide clarifies if you need a new demat account for PMS. Explore regulations, exceptions, and the process of opening a PMS demat account. Make informed decisions for a smooth investment journey.
05 March 2024
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Revamping Your PMS Fees: A Guide to Changing Fee Plans in Your Portfolio Management Service
by Alina Khan5 min read
Considering a change in your PMS fee structure? Explore the options! This guide unveils the types of PMS fees, the possibility of switching plans, the process involved, and strategic considerations for informed decisions. Optimize your investment strategy, maximize your returns.
04 March 2024
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Mastering Withdrawals: How do I withdraw or redeem part of my investment from a PMS account?
by Alina Khan5 min read
Need to withdraw from your PMS account? Don't sweat it! This guide simplifies the withdrawal process, explores strategic considerations, and empowers you to make informed decisions for a smooth exit. Maximize your returns, minimize stress.
02 March 2024
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Minimum Redemption Amounts in Portfolio Management Services
by Alina Khan5 min read
Concerned about minimum redemptions in Portfolio Management Services (PMS)? This guide simplifies minimum redemption amounts, explores influencing factors, and empowers you to make informed decisions for a smooth investment journey.
01 March 2024
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Strategic Wealth Building: SIP and STP in Portfolio Management Services
by Alina Khan5 min read
Confused about SIP or STP for your PMS? Look no further! This guide simplifies SIP & STP in PMS, explores their advantages, and helps you pick the best fit for your investment goals. Make informed decisions, achieve financial success.
24 February 2024
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The Crucial Role of Custodians in Portfolio Management Services in India
by Alina Khan5 min read
Custodians are the guardians of wealth in PMS! Dive deep into the role of custodian in safeguarding assets, ensuring compliance & streamlining operations. Discover how they empower advisors and boost investor confidence in India's PMS landscape.
22 February 2024
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Risks of Investing in Portfolio Management Services (PMS): A Comprehensive Analysis
by Alina Khan5 min read
Explore the risks associated with Portfolio Management Services in this comprehensive guide. Learn about market risk, underperformance, fees, liquidity, and more, to make informed decisions and manage your PMS investments effectively.
13 January 2024
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Unlocking Investment Success: Key Metrics for Evaluating the Performance of a PMS Portfolio
by Alina Khan5 min read
Uncover the essential metrics to evaluate your Portfolio Management Services (PMS) portfolio. Learn the importance of performance evaluation in PMS and outlines key indicators like absolute and relative returns, risk-adjusted returns, and more for effective investment analysis.
12 January 2024
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Understanding Trade Execution Process for Portfolio Management Services
by Alina Khan5 min read
Discover how trade execution works in Portfolio Management Services (PMS) in India. This guide breaks down the roles of key participants, the steps involved in executing trades, and the regulatory framework ensuring transparency and compliance in PMS trade processes.
11 January 2024
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Understanding Portfolio Rebalancing in PMS: A Crucial Strategy for Wealth Management
by Alina Khan5 min read
Explore the significance of portfolio rebalancing in Portfolio Management Services (PMS), a critical tool for maintaining risk profiles and optimizing returns. Understand the rebalancing process, its importance for PMS investors, and considerations for effective strategy implementation.
10 January 2024
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How to Open a PMS Account as an Investor in India?
by Alina Khan5 min read
Learn how to open a Portfolio Management Services (PMS) account in India with this comprehensive guide. Covering the basics, regulatory requirements, account setup, and necessary documentation, this article helps investors embark on their tailored investment journey with PMS.
09 January 2024
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Understanding the Tax Treatment for Portfolio Management Services (PMS) in India
by Alina Khan5 min read
This article provides an in-depth look at the tax treatment of Portfolio Management Services in India, contrasting it with mutual funds. Understand key differences in ownership, fees, and minimum investment, and explore how PMS taxation works for informed investment decisions.
08 January 2024
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Who Should Invest in Portfolio Management Services (PMS)?
by Alina Khan5 min read
Discover how Portfolio Management Services can be tailored to different life stages, from young investors to pre-retirees. This guide delves into the suitability of PMS at various ages, focusing on investment strategies, risk management, and goal alignment for wealth creation and preservation.
06 January 2024
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Difference Between Discretionary PMS, Non-Discretionary PMS, and Advisory PMS in India
by Alina Khan5 min read
Explore the key differences between Discretionary, Non-Discretionary, and Advisory Portfolio Management Services in India. This article helps investors understand each type's unique features and decide which PMS aligns best with their investment goals and strategy.
05 January 2024
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Path to Wealth Creation: Timeline To Initiate a PMS Account in India
by Alina Khan5 min read
Understand the process and timeline for initiating a PMS account in India. The essential stages from selecting a provider, offering insights for high-net-worth individuals on their journey to professional wealth management.
20 December 2023
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Understanding the PMS Process: Fund Pooling and Fund Accounting
by Alina Khan5 min read
Discover the significance of fund pooling and fund accounting in Portfolio Management Services (PMS). Explore how these critical components enhance investment diversification, professional management, and financial transparency for high-net-worth individuals in PMS.
18 December 2023
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Exploring the Benefits of Automated Portfolio Management Services (Robo Advisors)
by Alina Khan, Siddharth Singh Bhaisora5 min read
Explore the rise of Robo-Advisors in India, the benefits and limitations of Automated Portfolio Management Services, and how they're democratizing investing for everyone in India using robo advisors and Automated Portfolio Management Services. Understand their effectiveness & suitability. Read now!
25 September 2023
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Portfolio Management vs Wealth Management: The Key Differences
by Alina Khan5 min read
Learn the nuanced differences between Portfolio Management and Wealth Management in India. Learn which service aligns best with your financial objectives, between both investment models. Portfolio Management vs Wealth Management: Read The Key Differences!
20 September 2023
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Complete Guide on How to Choose the Best Portfolio Management Services for Your Investments
by Alina Khan5 min read
Learn how to select the best Portfolio Management Services for your investments. Dive into PMS definitions, types, differences with mutual funds, and key strategies to ensure your financial goals are met. Learn the steps to help you choose the best portfolio management service for your investments!
19 September 2023
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Fee Structure for the Wright Portfolio Management Service
by Sonam Srivastava5 min read
Considering Portfolio Management Services (PMS) in India? Dive deep into understanding PMS fee structures - flat fees, performance fees, high water marks, and more. Invest wisely with Wright PMS!
15 September 2023
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Dilemma of Portfolio Diversification: Understanding Concentrated Portfolios - Alpha Prime
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the pros and cons of diversification in your investment portfolio. Understand how the right balance between concentration and diversification can maximize your returns. Learn how concentrated portfolios can improve the performance of your portfolio without diversification.
10 September 2023
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Complete Guide to Factor Investing & the Wright Factor Fund PMS
by Sonam Srivastava5 min read
Tired of the stock market maze? Wright Factor Fund PMS offers a data-driven solution. Discover factor investing, a scientific approach for long-term capital appreciation. Invest smarter, not harder. Explore Wright PMS - The Future of Investing.
03 September 2023
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How to Transfer Securities from One Demat Account to Another
by Sonam Srivastava5 min read
Learn how to transfer securities between demat accounts in India. Discover the different types of demat transfers: CDSL to CDSL, NSDL to NSDL, and inter-depository transfers.
25 August 2023
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The Difference Between Passive vs Active Portfolio Management
by Alina Khan5 min read
Explore the in-depth comparison of active and passive portfolio management. Understand the distinct philosophies, merits, and drawbacks of each approach. Tailored for investors, financial advisors, and asset managers, this guide covers strategies, risks, cost structures, and key factors to consider.
12 August 2023
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What is the Minimum Investment Ticket Size for Portfolio Management Services (PMS)?
by Alina Khan5 min read
Explore the intricacies of minimum investment in Portfolio Management Services (PMS) in India. From historical evolution to benefits and risks, this guide covers eligibility, investment thresholds, and strategies to align PMS with your financial goals and risk tolerance. Read now!
11 August 2023
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What is Portfolio Management Service - Types and Benefits
by Alina Khan5 min read
Discover the power of Portfolio Management Services (PMS) in navigating the complex world of investments. Learn how Wright Research, the best PMS provider in India, leverages AI-driven strategies and a customer-centric approach to deliver consistent returns. Explore tailored Wright's PMS offerings.
08 August 2023
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Transforming the Investment Landscape with Wright Research - Founder’s Desk
by Sonam Srivastava5 min read
Transforming the Investment Landscape with Wright Research - Founder’s Desk
29 July 2023
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