Invest with Iconic Capital in a Diversified Portfolio
Iconic Capital’s PMS helps investors choose the right funds such that their investment is balanced across debt/ equity depending on the risk profile, time period of investment, returns expected etc.
Portfolio Management Services
Iconic Capital’s PMS helps investors choose the right funds such that their investment is balanced across debt/ equity depending on the risk profile, time period of investment, returns expected etc.
Our technical analysts keep up to date with the best funds available to invest customers wealth to ensure safety as well as returns.
Minimum Investment for PMS is 50L.
Unless an investor does not carry an extensive knowledge of markets and securities to calculate RRR accurately, PMS services from a professional are a must.
Types of Portfolio Management Services:
Discretionary
Investors don’t have to make any financial decisions. All financial decisions and actions are taken by the portfolio manager.Non-discretionary
The portfolio manager suggests possible courses of action and works according to the directions given by the client.- Advisory
Portfolio managers advise investors and help them make informed investment decisions. The investor executes the trade.
STRATEGY RECOMMENDATIONS TO INVEST IN 2023:
1
Renaissance
2
Abakkus
3
360 ONE
4
ICICI PIPE
Iconic Capital’s PMS is a comparatively safe and result oriented service since we invest directly in strategies which have proven significant growth in the past and continue to grow owing to the algorithms and baskets these funds developed over the years.
Benefits of Portfolio Management Services:
Highly Customisable
Based on an investor's risk tolerance and expectations regarding returns, the portfolio manager can diversify the investments.
Performance Tracking
Most services have websites or apps where the investor can track the holdings in real-time. Unlike mutual funds, where the investor comes to know the status of the holdings once in a month or a quarter, this gives the investor better control over
Maintain Liquidity
Healthy liquidity ensures that in times of need, you can sell one or more of your assets to fulfill your immediate requirements.
