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Portfolio Management Services (PMS)
Portfolio Management
Cognito (Discretionary PMS Scheme for equity investments)
Factsheet
Consolidated Holdings
Multi Asset Non-Discretionary Strategy
Statutory Disclosures
Monthly Investor Complaints
Cognito (Discretionary PMS Scheme for equity investments)
Factsheet
Consolidated Holdings
Multi Asset Non-Discretionary Strategy
Statutory Disclosures
Monthly Investor Complaints
PPFAS' Portfolio Management Scheme – titled Cognito - was started in October 1996 and is a SEBI registered Discretionary Portfolio Management Scheme
To PPFAS, a client is more than a mere portfolio. It is a relationship marked by trust, transparency and shared information concerning the client's investments and market moves. Towards this end:
- All accounts, operations & returns of the portfolio management scheme are audited by BSL & Company.
- Online viewing of your portfolio and all transactions on our website through a secured password
Investment Thresholds:
At PPFAS we believe in creating High Net Worth Individuals and not chasing them. Towards this end, we have adhered to the SEBI mandated minimum investment threshold for any Portfolio Management Scheme.PMS Disclosures:
Documents contain SEBI mandated disclosures which provides essential information required before engaging us as your Portfolio Manager.Write to us for any other queries
