PMS /AIF – Chulani Finserv

PMS

Portfolio Management Services

Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.

PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.

Chulani Financial is empanelled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Funds Distributor | ARN- 29053 | Initial Date of Registration: 02/07/2005 | Validity: 01/07/2027