Portfolio customisation can go the level of investing in a single stock or avoiding certain stocks/sectors where investors are not permitted or have a negative view of or are against their religious sentiments.
Investors have a demat account and a bank account in their name with the power of attorney in favour of the PMS to manage the funds.
In a discretionary portfolio, the manager independently manages the Funds of each client in accordance with the needs of the client while a non-discretionary portfolio is managed as per client's directions.
A PMS charges fees as per the agreement with the client and may be a fixed amount or a return based fee or a combination of both.
SIPs are when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich
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