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Zen Wealth Management Services Limited (ZWMSL) is a premier financial services company with a formidable
presence in the stock market and has earned the trust of its clients for its efficient
and investor friendly services.
What is Portfolio Management Service (PMS)?
- Portfolio Management Service (PMS) is a customized investment portfolio of equity,
debt, or instruments created to suit the individual investment objectives of a client.
- A professional fund manager who is well equipped to handle the process conducts
the portfolio's day-to-day management, research, and idea generation.
Under Is PMS right for me?
Portfolio Management Services may be the right option for individuals who:
- Want to invest their money in equities but do not have the required expertise.
- Are equipped with the required awareness and knowledge to invest in equities but
do not have time to actively manage their portfolio.
Why ZWMSL PMS?
- In today's markets, equity investment has become a more involved activity and demands
a greater awareness and in depth understanding of the business and economic variables
that affect equity valuations.
- Stocks operate in a wonderful tax environment, with no tax on long-term capital
gains and a minimal 10% tax on short-term capital gains. Also in this economy, there
are no investment avenues other than stocks and real estate to earn inflation adjusted
positive return and stocks offer more liquidity than real estate. ZWMSL portfolio
managers fully understand these advantages of stocks and make them work in your
favor.
- ZWMSL's portfolio managers are supported by a strong research bureau that is well
equipped to understand the market and deliver superior returns.
- Each portfolio is personalized keeping in mind your investment parameters, including
return expectations, objectives, time horizon, liquidity constraints, a distinctive
tax status, and most importantly, personal risk tolerances.
ZWMSL's investment philosophy:
We follow a simple yet effective philosophy of wealth creation through a long-term
investment strategy that focuses on quality and undervalued businesses run by people
of competence and integrity. We firmly believe that there will always be opportunities
for wealth creation, irrespective of the Sensex movements. At ZWMSL, we follow an
elaborate procedure of studying each company in detail before we in invest in them.
- We assess the size and durability of the opportunity.
- We focus on the track record of the company, pedigree of the management, quality
of earnings, growth potential and most importantly, sustainability of earnings/
growth.
- We then shortlist companies applying various quantitative and qualitative filters.
- We constantly monitor the business and revise the values accordingly.
- We follow a disciplined approach to investing.
Scheme Features
Minimum amount that has to be invested
The minimum investment is Rs 50 Lakhs.
Duration of investment for PMS & Lock in Period
Minimum period of Investment is one year. This will enable the portfolio manager
to design the portfolio in accordance with the needs of the client. It is also advisable
to keep any equity portfolio invested over a longer term because in the long run,
equities outperform most other asset classes. Voluntary termination by the client
within one year is permitted upon payment of a termination fee.
Rate of Return
As per SEBI regulations, returns cannot be guaranteed. Our endeavor will be not
only to beat benchmark indices like the BSE500 TRI but also perform better than our peers
in the industry.
Reports
All portfolio clients will receive a Portfolio Performance Report on a monthly basis
and a Transaction Statement along with a statement comparing the performance of
the portfolio to the benchmark indices on a quarterly basis.
FAQ's:
Who can invest?
Any individual/ NRI / POI who wants to invest money with the intention of preserving
and growing his capital may use ZWMSL's Portfolio Management Services.
Why invest in India?
Indian economy in the 21st century is characterized by rapid all round growth, globalization,
strength of its intellectual capital, and unbridled spirit of entrepreneurship.
It is a good time for you to invest and take advantage of opportunities available
in the market. Also, investing safely helps you make your money grow and not be
a victim to inflation or other forces that may decrease your purchasing power.
What is the duration of investment for PMS?
Each placement of funds shall be for a minimum period of 1 year.
Is there any minimum amount that has to be invested? If yes, how
much?
The minimum investment is Rs 50 Lakhs.
Please Note: Investors are not being offered any guaranteed / assured
returns. Investments in securities are subject to market risks. The value of investments
may go up or down depending on the various factors and forces affecting the capital
markets. Past Performance of ZWMSL PMS does not indicate the future performance of
our Portfolio Management services. Investors are urged to read the Disclosure Document
before signing the agreement. Our PMS is offered to investors who clearly understand
the long-term potential of equities and the associated risks.
ZWMSL is registered with SEBI vide its registration no- INP 000000936 to act as a
Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993.
For more Information, contact :
pms@zenwealth.in
Click Here > Investor Charter in respect of Portfolio Management Services
Filing of complaints on SCORES – Easy & quick
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Register on SCORES portal: https://scores.gov.in/scores/Welcome.html
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Mandatory details for filing complaints on SCORES:
- Name, PAN, Address, Mobile Number, Email ID
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Benefits:
- Effective communication
- Speedy redressal of the grievances
If any grievance please email to :
pmsgrievance@zenwealth.in
Click Here > Complaint Data to be displayed by Portfolio Managers
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