Portfolio Management Services
ATS Wealth Managers manages funds for High Net-Worth Individuals (HNI) and companies.
We make well-timed investment decisions on behalf of our clients to grow their finances and portfolios.
What is Portfolio Management Services?
Portfolio Management Services, offered by seasoned investment experts, are designed to help you grow your wealth and realise your financial objectives through a strategic mix of stocks, derivatives, mutual funds and bonds.
Personalised
Transparent
Diversified
India’s PMS Industry
₹30 Lakh Crore
– Asset Under Management
400+
– Investment Strategies
₹50 Lakh
– Minimum Investment
Benefits
of
PMS
Achieve your financial goals and build long-term wealth with a customized approach.
Gain full visibility into all portfolio transactions for greater clarity.
Entrust professionals to optimize your portfolio regularly.
Reduce investment risks by diversifying your portfolio effectively.
Enjoy the support of a dedicated relationship manager.
Invest in an asset allocation strategy that aligns with your unique preferences.
How Does PMS Work?
01
Setup a Call:
Express your interest and arrange a call or meeting with a PMS representative.
02
Get All Your Queries Answered:
Address all your questions to gain confidence in our services.
03
Open a Demat Account:
Begin your investment journey by opening a Demat account and signing the PMS agreement.
04
Hands-Off Investing:
Relax and entrust your portfolio to the expertise of our professionals.
Who should invest in PMS?
To participate in PMS, a minimum investment of ₹50 Lakh, as per SEBI guidelines, is required.
It is ideal for individuals and businesses looking to grow their wealth, such as:
BUSY SALARIED PROFESSIONALS
HIGH INCOME BUSINESS OWNERS
INHERITORS OF FAMILY WEALTH
ESOP LIQUIDATION BENEFICIARIES
About our Quant Fund
Introducing Our Quant Fund – Our Quant Fund employs a model-based approach using machine learning to guide investment decisions. The fund focuses on the Equity and Derivative segments with a primary objective of consistently outperforming the market index and avoiding negative absolute returns.
Understanding PMS / Advisory Fees
| PMS | Quant Fund | Advisory | |
|---|---|---|---|
| Entry Load | ₹0 Entry Fees | ₹0 Entry Fees | ₹0 Entry Fees |
| Management Fees | ₹0 15% Fees Over a hurdle rate of 15% | ₹0 20% Fees Over the hurdle rate of 10% | ₹0 20% Fees Over the hurdle rate of 10% |
| Exit Load | 2% 1+ year | ₹0 Exit Fees | ₹0 Exit Fees |
| Transaction Fees | Every trade may attract brokerage. These charges depend on broker to broker | Every trade may attract brokerage. These charges depend on broker to broker | Every trade may attract brokerage. These charges depend on broker to broker |