Frequently Asked Questions
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How diversified will my portfolio be?
15–20 focused positions for diversification and outperformance.
We maintain a balanced portfolio with approximately 15-20 carefully selected positions, avoiding excessive concentration while outperforming broad indices and mutual funds with a higher number of holdings.
What role does my country of residence play in my investments?
Residence affects tax and regulatory requirements.
Your country of residence impacts tax obligations and regulatory requirements. We help navigate these complexities to ensure a smooth investment process.
What is the PMS account opening process for Non – Resident Indian?
NRI PMS onboarding may involve more paperwork and longer timelines due to RBI approvals.
NRIs coming into the PMS India the paperwork is more cumbersome and, depending on whether a PMS NRE or NRO account is being opened, the time-frame can also be longer as there might be approvals required from the Reserve Bank of India (RBI).
Do I need to be physically present for the account opening process?
Physical signatures and bank-conducted IPV are required for PMS.
Yes, your physical signatures are required. For PMS in-person verification conducted by the bank.
Can I open a joint account in PMS/AIF?
Yes. A joint account can be opened in PMS/AIF.
Yes. A joint account can be opened in PMS/AIF.
