Portfolio Management

Portfolio Management Services (PMS) are professional investment services offered by financial institutions or investment advisors. In this service, a  dedicated Relationship Manager handles an investor's portfolio on their behalf. The Relationship Manager makes investment decisions, monitors the portfolio, and rebalances it as needed to achieve the investor's financial goals. 

Benefits of PMS

Expertise	:	Benefit from our seasoned investment professionals.
Personalized Service	:	Customized solutions to meet your specific needs.
Risk Management	:	Mitigating risks through a diversified approach.
Transparency	:	Receive regular updates on your investment performance.
Peace of Mind	:	Let us handle the complexities of investing.

Our Products for PMS

Discretionary Portfolio Management:

The portfolio manager has full authority to make investment decisions without seeking prior approval from the client. Discretionary PMS services includes:

HIBL Dynamic Portfolio

Lock in Period : 3 years

Maturity : 5 years

Minimum Investment : 10 lakhs

Fees Levied: AMC, Performance (if exceeding hurdle), Early exit

HIBL Milestone Builder Portfolio (SIP)

Lock in Period : 5 years

Maturity : 5 years

Minimum Investment : 10 lakhs

Fees Levied: AMC, Performance (if exceeding hurdle), Early exit

HIBL Secured Portfolio

Lock in Period : 5 years

Maturity : 5 years

Minimum Investment : 10 lakhs

HIBL Big Bull Portfolio

Lock in Period : N/A

Maturity : 5 years

Minimum Investment : 10 lakhs

Fees Levied: AMC, Performance (if exceeding hurdle), Early exit

Non-Discretionary Portfolio Management:

The portfolio manager provides investment recommendations, but the final decision-making authority rests with the client. Non-Discretionary Portfolio Management services:

HIBL Collaboratives Portfolio

Lock in Period : 3 Years (Minimum)

Maturity : 3 years (Minimum)

Minimum Investment : 10 lakhs

Fees Levied : AMC Fee, Exit Load fee

HIBL Custodial Service

Lock in Period : N / A

Maturity : 1 years

Minimum Investment : 10 lakhs

Fees Levied : AMC Fee Applicable