Portfolio Management Service is the Portfolio Management Services division of Birla Sun Life Asset Management Company created especially for high net-worth individuals to provide customized solutions for their financial investment needs.

The differentiating factor is our customized approach. Our portfolio manager understands each customer's needs and prepares a model portfolio depending upon his financial goals, time horizon, investment outlook. The service also offers clients access to sophisticated investment advisory services aimed at providing strong performance.

At Portfolio Management Service, our Relationship Manager will have a detailed discussion with you regarding your financial goals and will engineer a portfolio as per your requirement across various asset classes. To meet with our Relationship Manager please visit Contact us.

PMS with Birla Sun Life offers the following benefits -

• Institutional quality investment management
• Long term track record
• No conflict of interest - neither into broking nor investment banking
• Emphasis on proprietary research
• Adherence to portfolio universe and Disciplined Investment Process
• Emphasis on risk management
• Strict internal and external compliances
• Outstanding responsiveness and comprehensive communication with clients

Portfolio Management Service offers various products to suit individual investment objectives. We endeavor to outperform the benchmark indices like Nifty but there can be no guarantee or certainty of the same. Over long term, equities have outperformed other asset classes. However the future returns may vary based on market risks.

The Portfolio Manager has absolute discretion under a Discretionary Portfolio. As Birla Sun Life AMC is a SEBI registered Portfolio Manager, it provides Discretionary as well as Non Discretionary portfolio management service.

We will provide transaction reports on a regular basis, realized Gain/ (Loss) statement on a quarterly basis and Audited Financials (on a yearly basis). Tax incidence will arise only after portfolio action brings in gains (where the client shifts pre-owned stocks)
Note: Taxation being a highly personalized matter, clients are advised to consult their tax advisors for comprehensive advice with regard to the above and all other allied issues governing a Privileged Portfolio. We do not offer any tax advice.

Backed with a strong research team, we have a skilled team of fund managers with requisite industry and market experience who shall will manage your funds.

The ideal time horizon for a equity portfolio is at least 24-36 months. The lock-in period varies depending on which product you include in your portfolio.

You can terminate from PMS at any time after 30 days. Charges as agreed upon would be applicable.

Our Portfolio Managers are experts who first understand your risk profile and expectations, and then develop an investment strategy that best suits your individual needs.

Yes. All investments involve a certain amount of risk, including the possible erosion of the principal amount invested, which varies depending on the security selected.

The Portfolio Manager may invest in future and options to hedge, to generate returns or to balance the portfolio.

The Statement of Holding & other relevant details will be available to you online 24 X 7 basis and can be viewed logging in your user ID and the PMSsword that will be supplied to you. The audited Annual Statements will also be couriered on an annual basis.

The NRI Docket (consisting of BSL PMS Agreement & Deutsche Bank booklet) duly completed along with Rupee cheque or Rupee draft should be submitted along with required documentation. Investors can also lodge their completed application forms with brokers appointed by BSL PMS for onward submission. All cheques/DDs must be drawn in favour of investor himself / herself and crossed "A/c payee" only and payable at the place where the application is submitted at the official point of acceptance. The NRI investor needs to give a cheque or draft in rupees from his/her NRE, NRO bank account in India. The NRI investor may also send a rupee cheque/draft issued by an exchange house abroad drawn on its correspondent bank in India. However, for an NRI to invest it is mandatory that he/she maintains a bank account in India.

The application form of Birla Sun Life PMS has a provision for local address, but the NRI Overseas Address is mandatory. If the local address is also provided, in such cases, the Indian address is registered for the purpose of contact and the foreign as an alternative address.

No. Overseas bank account details are not accepted as the payment is in Indian rupees by way of cheque/direct credits.