FREQUENTLY ASKED
Answers to what clients ask most.
If your question isn't covered here, please write to us — we respond to every enquiry personally.
PMS provides direct ownership of individual securities in a segregated demat account, allowing customized portfolio construction, tax efficiency, and direct interaction with the fund manager. Unlike mutual funds, there is no pooled unit structure.
As mandated by SEBI regulatory guidelines in India, the minimum capital requirement for Discretionary Portfolio Management Services (PMS) is ₹50 Lakh. Multi-Asset Advisory requires ₹2 Crore, and Family Office Services start at ₹25 Crore.
We are strict fee-only fiduciaries. We charge a transparent management fee calculated on Assets Under Management (AUM) and an optional performance fee aligned with high-watermark benchmarks. We receive zero commissions, retrocessions, or product kickbacks.
Your funds and securities remain safely held in a SEBI-registered third-party institutional custodian (such as ICICI Bank Custody, HDFC Bank, or Axis Bank) in your own name. We operate solely under a Power of Attorney (POA) for portfolio execution.
Taxation is calculated directly at the individual investor level based on short-term and long-term capital gains for every transaction. We provide comprehensive, tax-ready annual statements for seamless filing.
Clients receive detailed monthly performance statements, quarterly investment committee letters, and direct semi-annual review meetings with their dedicated relationship partner.
Yes. While we advise a multi-year compounding horizon, your capital remains liquid. You may request full or partial redemptions in accordance with SEBI liquidity timelines without exit penalties after mandatory lock-ins.
We utilize bank-grade 256-bit encryption, strict CSRF/XSS middleware protections, and role-based access control (RBAC).
Payouts are automatically credited to your wallet balance according to your chosen plan schedule (daily, weekly, monthly, or end-of-term).
Withdrawal requests undergo compliance review and are typically disbursed within 24 hours.
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Our partners meet a limited number of new clients each quarter. Introductions are unhurried, private, and without obligation.
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