Portfolio Management Services – FAQ’s
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Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. In simple words, a portfolio management service provides professional management of your investments to create wealth.

There are many benefits of availing Portfolio Management Services. Some of them are:

  • Professional Management: PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
  • Constant Portfolio Tracking: We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
  • Risk Control: Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.
  • Convenience: Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
  • Transparency: You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login will enable you to access details of your investment on click of a button. The following portfolio reports are accessible online:

    • Performance Statements
    • Portfolio Holding Reports
    • Transactions Statements
    • Capital Gain/Loss Statements
    • Along with it we also send half yearly reports and yearly Audited reports for convenient Tax Filing.

  • Dedicated Relationship Manager: Your Relationship manager will help you carefully understand your financial goals and advise you the right product mix. The relationship managers ensure that you receive periodic updates and account performance reports.
  • Personalized Approach: In PMS, you gain direct personalized access to the professional money managers who actively manage your portfolio. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc with the fund management team

1. An Individual
2. A Hindu Undivided Families
3. An Association of Persons
4. A Limited Company
5. An NRI, overseas company, firm, society or an overseas trust (subject to RBI approval)

As a part of our service offering and in an endeavor to provide complete transparency of the dealings in the clients PMS account, the following reports are shared with the clients in their personal account on the website. The reports are daily/monthly reports.

  • Performance Appraisal
  • Portfolio Appraisal
  • Portfolio Position Analysis
  • Statement of Dividend
  • Statement of Expenses
  • Capital Gains Report
  • Transaction Statement
  • Trial Balance
  • P&L and Balance Sheet
  • Clients are provided with a login id and password which will enable 24*7access to the details of the investments on click of a button.
  • Audited reports certified by a CA will be sent to all clients annually after March-year end audit is completed.

Crest Wealth Management Private Limited provides discretionary Portfolio Management Services wherein the portfolio manager manages your portfolio without having to bother you with the day to day decisions. The portfolio manager takes all the investment decisions on your behalf.

However, we do a comprehensive reporting to maintain complete transparency in managing your portfolio. You will receive regular updates and a detailed report on your portfolio, allowing you to track its activity and performance.

We offer discretionary as well as non-discretionary portfolio management services. In our discretionary portfolio management service, the discretion to invest primarily lies with the portfolio manager. However at the time of giving us the portfolio you can give us list of securities, sectors, etc. which you do not/cannot invest in your portfolio due to reasons like conflict of interests, religious beliefs etc. and we will take care of your need.

In our PMS, we understand that you have given us your hard earned money and therefore we ensure that we answer every query. You can anytime request for an appointment/call and we will arrange a meeting/call with the fund management/Investment advisory team for discussion about portfolio spread and returns or any other query you may have regarding your portfolio.

Yes, you can withdraw your profit anytime you want, provided your portfolio‘s value does not fall below the prescribed limit of Rs. 25 Lacs, as per SEBI regulations.

You can give minimum Rs.50,000 as a top up (additional investment) in any of your strategy accounts.

Your PMS account will activate only after you deposit a minimum of Rs. 25 lacs in the account (combination of cash and stocks).

To put in money, you can use one of the following ways:

Cheques: will be in the name of Crest Wealth Management Private Limited - (Name of the strategy).

Bank Transfer: If you have banking facilities you can transfer funds in Indian Rupees to your PMS account by online transfer (RTGS/NEFT) or wire transfer.

PMS firms can charge one or both of fixed fees and performance linked fees depending on the product. A fixed fee is a management fee (as in a mutual fund), charged as a percentage of assets under management. Performance fees are charged as a percentage of returns above a certain hurdle rate.

Please contact us for the fee structures on our products.

You can use your current securities / shares to make investment in PMS Account, but these will have to be liquidated and the sale amount should be minimum Rs. 25 Lacs

The Portfolio Management Services is open for all Indian nationals, resident or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guideline in order to invest in the PMS scheme.

Yes, you can open a PMS account with a combination of cash and stocks. The initial portfolio of securities/ shares will be re-aligned as per the model portfolio

We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and hence forth filing returns. However, we advice all our clients to consult their tax consultant before filing of their tax returns.

You can open a PMS account by emailing or calling us at our exclusive PMS desk. Once we receive your request one of our executives will get in touch with you shortly. You can call us on: +91 22 43347000 or email us at: info.crestwealth@crest.co.in


Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services (PMS) will be achieved. Investors in the PMS Product are not being offered any guaranteed/assured returns. Past performance of the portfolio manager does not indicate the future performance for any of the strategies.