Investments
Portfolio management services (PMS)
In a portfolio management service, a SEBI-registered portfolio manager runs a portfolio of securities held in your own name. Trustner Asset Services is a distributor registered with APMI: it introduces you to portfolio managers and stays your point of contact. It does not manage the money.
Operated by Trustner Asset Services Pvt. Ltd. · AMFI ARN-286886
Who it is for
Investors with a large portfolio who want a concentrated or customised strategy and accept higher fees and risk.
SEBI sets the minimum investment for a PMS account. PMS carries higher risk, higher fees and lower liquidity than mutual funds. Trustner receives distribution commission from the portfolio manager, disclosed to you in writing before you invest.
Your enquiry goes to Trustner Asset Services, ARN-286886.
How it works
Step by step
Suitability first
Liquidity needs, tax position, existing holdings and what you will not invest in are written down.
Shortlist
Portfolio managers are compared on process, behaviour in falling markets, fees and exit terms.
Onboarding
The account is opened directly with the portfolio manager you choose.
Reporting
Trustner stays your contact for statements and reviews.
Get in touch
Ask the HNI desk
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