- Wealth PMS (50L+)
Welcome back to the Capitalmind Podcast – a place where we dissect the nuances of finance and investing, in a world that never stops changing. Your hosts, Deepak & Shray, are here to de-clutter yet another topic in their lucid and candid style.
In today’s episode, we’re zooming in on Portfolio Management Services (PMSes), a vehicle for your long-term wealth management. Here’s a glimpse of what’s on our financial canvas today:
00:00 Introduction and Disclaimer
01:30 What is a Portfolio Management Service and what’s it good for or what’s the point?
05:05 Who should invest in a PMS? And what should be the tenure of your investment?
08:53 Where to invest for short term needs?
13:27 The issues with investing in a mutual fund.
27:53 What does a PMS offer? What are the benefits of a PMS?
36:23 Once you cross a 50 Lakh mark, should you move from MFs to PMS?
42:36 What can a PMS do differently?
46:51 What about the returns of PMS and is it worth it vs Nifty?
52:15 Who shouldn’t invest in a PMS?
58:27 Who should invest in a PMS?
Connect with us
If what you hear today intrigues you, head over to Capitalmind Wealth to explore how our PMS services might align seamlessly with your financial aspirations. Our fee structure, ranging from 0.25% to 1%, keeps it straightforward, with no hidden performance fees.
Alternatively, shoot us an email at firstname.lastname@example.org, and we’ll be more than happy to provide you with additional insights about our PMS offerings.