Portfolio Management Services
Portfolio Management Service (PMS) is an active portfolio management offering in which the portfolio is constructed as per the investment objectives and constraints specified by the client. The client has access to the services of a professional investment manager.
Barclays Wealth and Investment Management offers discretionary,non-discretionary and advisory PMS. In discretionary PMS, the clients funds are managed by the portfolio manager who is responsible for stock selection and executing investment decisions. Non-discretionary PMS is a consultative investment approach wherein the portfolio manager suggests investment ideas. The choice and timing for investment rests with the investor while the execution of the investment decision is done by the portfolio manager. In advisory PMS the portfolio manager offers non binding investment advice.
Barclays Securities (India) Private Limited (BSIPL) is registered with SEBI as a Portfolio Manager. The Disclosure Document has been filed with SEBI as per SEBI (Portfolio Managers) Regulations, 1993.
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KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
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Private Client offices in India