Portfolio Managers Discretionary Account (PMDA)
Portfolio Managers Discretionary Account (PMDA) products offer full & complete portfolio management services where the investor only monitors the performance of the Portfolio Manager and everything else from risk minimization, diversify of asset allocation, investment decisions, interest on free balance,corporate action follow up to safe custody of Investments will be done by “CAPM Advisory Limited” in respect of the clients to meet the reasonable return for a reasonable time period of investment. We are diversifying the asset to minimize the risk, and toget maximum return out of it.
If your goal is to take an active approach using timely insights and well-diversified portfolios, you can depend on us. Each portfolio (Product) is run by an experienced & qualified manager and support team with a proven track record and process. CAPM Advisory Limited has 5 PMDA products, each with unique features.
Salient Features of our “PMDA Services”
Diversification of asset allocation strategy
Bank interest on free balance
Competitively lower “Management Fee”
Decision on share buy/sell & execution
Keeping the securities in safe custody
Collection of dividend and bonus shares on behalf of clients
Subscription of the rights issues & IPO
Our aim is give you a reasonable return for a reasonable time period of investment
Limited trade so brokerage commission will be lower
Weekly report of investment
You can also log in to our website to get your “Portfolio Report”