PMS - Lakewater Advisors
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PMS

What is a Portfolio Management Service?

Investing with impact

The management of investment portfolio tailored according to your need by a professional money manager is called Portfolio Management Service.  Investment portfolio contains stocks, fixed income, debt, cash, structured products and individual securities. Different people have different investment objectives and a portfolio manager’s job is to curate the investment portfolio accordingly.

 

Investing in PMS = You are the owner of individual securities.

 

This is different from mutual fund investor where he owns the units of entire fund. With PMS, your account will be unique and you will have complete freedom to look after it. Your portfolio manager will simply provide the expertise so that you reach your financial goals smoothly.

Lakewater – A trustworthy name in Portfolio Management Service

  • Provider of Discretionary Portfolio Management Service & Advisory Service
  • Catering to High, Ultra High net Worth Individuals and Institutional investors
  • Harmonizing years of investment wisdom and expert analysis
  • Proven robust performance track record
  • Experienced team with focus on research and growth

Frequently Asked Questions

What is the different between discretionary and non-discretionary portfolio?


Discretionary Portfolio manager manages funds of each client as per the requirement of the client and gives discretion during the time of investment. Non-discretionary Portfolio manager manages and invest funds as per the direction of the client. We, at Lakewater provide only discretionary PMS presently.

Is there any regulatory board that looks after the PMS?


Yes. PMS is supervised and regulated by SEBI. In order to provides Portfolio Management Service, the entity has to be registered with SEBI. The services in India is provided by specialized PMS entities, asset management companies and brokerage houses.

Who can sign up for PMS?


• Resident Individuals
• Hindu Undivided Families (HUF)
• Body corporate (Private/Public)
• Trust (Registered)
• Non Resident Indian (NRI)*
• Partnership Firms or any other eligible investor (* Subject to RBI approval)

What are the qualifications to open an account?


Any individual who is 18 years and above and a resident or non-resident of India can open an account. Also, a minimum investment amount of INR 50,00,000 is needed.

Can I meet and discuss my investment plans with my Portfolio manager?

Of course! Our investors should feel free to request an appointment with us and we will promptly arrange a meeting with our PM to discuss your portfolio or answer other investments related queries.

Can Portfolio Manager impose a lock‐in on the investor?


No, PMs cannot impose lock-in on the investment.
But they can charge exit fees as stated in the agreement in case of an early exit by the client.