by Rajat Sharma | Aug 1, 2018 | investment |
[1] Motilal Oswal Value Strategy PMS Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap...
by Rajat Sharma | Nov 4, 2016 | investment, pms |
These days investors are looking at PMS Schemes as a more viable option to mutual funds. Particularly where the ticket size is above Rs. 25 lakhs. One clear advantage of selecting a PMS scheme is your ability to tailor the product as per your risk profile. This may...
by Rajat Sharma | Oct 1, 2016 | Consulting, investment |
Financial Advisors do not charge you commission, they save you money. I have had many cases where (potential) clients call in for advice, extract limited guidance and disconnect thinking they do not need a financial advisor once they knew his broad view, or as it...
by Rajat Sharma | Jul 27, 2016 | mutual funds |
Income earned from mutual fund investments could be (i) dividend income and (ii) capital gain income Also see – Capital Gains Tax | Dividend Income Tax In India DIVIDEND INCOME For equity mutual funds, dividend received is tax free in the hands of the investor but the...
by Rajat Sharma | May 19, 2016 | investment, pms |
Portfolio Management Schemes (PMS) vs. Mutual Funds – Better Investing Option? by Rajat Sharma | May 19, 2016 These days, mutual funds are facing a strong competition from Portfolio Management Schemes (PMS) particularly for HNI investors. Which of the two...
