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Aditya Birla Sun Life AMC Limited

Glossary
What is Portfolio Management Service?
Portfolio Management Service is a division of Aditya Birla Sun Life AMC Limited created especially for high net-worth individuals to provide customized solutions for their financial investment needs.​​
How is PMS different from Mutual Fund?
The differentiating factor is our customized approach. Our portfolio manager understands each customer's needs and prepares a model portfolio depending upon his financial goals, time horizon, investment outlook. The service also offers clients access to sophisticated investment advisory services.
How does one begin?
At Portfolio Management Service, our Relationship Manager will have a detailed discussion with you regarding your financial goals and will engineer a portfolio as per your requirement across various asset classes. To meet with our Relationship Manager please visit Contact Us.​
How is PMS with Aditya Birla Sun Life AMC Limited more advantageous?
PMS with Aditya Birla Sun Life AMC Limited offers the following benefits -

Institutional quality investment management
Long term track record
No conflict of interest - neither into broking nor investment banking
Emphasis on proprietary research
Adherence to portfolio universe and Disciplined Investment Process
Emphasis on risk management
Strict internal and external compliances
Outstanding responsiveness and comprehensive communication with clients
What kind of returns can I expect?
Portfolio Management Service offers various products to suit individual investment objectives. We endeavor to outperform the benchmark indices like Nifty but there can be no guarantee or certainty of the same. Over long term, equities have outperformed other asset classes. However the future returns may vary based on market risks.
What will be the tax structure applicable?
Tax incidence will arise only after portfolio action brings in gains (where the client shifts pre-owned stocks).
Access to the Website & App will be given to clients for review of Portfolio information at their fingertips.

Note: Taxation being a highly personalized matter, clients are advised to consult their tax advisors for comprehensive advice with regard to the above and all other allied issues governing a Privileged Portfolio. We do not offer any tax advice.
Who shall manage my funds?
Backed with a strong research team, we have a skilled team of fund managers with requisite industry and market experience who shall will manage your funds.
What is the time horizon and is there a lock-in period?
The ideal time horizon for a equity portfolio is at least 36 months. The lock-in period varies depending on which product you include in your portfolio.
What if I terminate PMS before one year?
You can terminate from PMS at any time after 30 days. Charges as agreed upon would be applicable.
Which product would be most suitable for me?
Our Portfolio Managers are experts who first understand your risk profile and expectations, and then develop an investment strategy that best suits your individual needs.
Are there risks associated with PMS investments?
Yes. All investments involve a certain amount of risk, including the possible erosion of the principal amount invested, which varies depending on the security selected.
Do you invest in Derivatives on behalf of the customer?
The Portfolio Manager may invest in future and options to hedge, to generate returns or to balance the portfolio.
How regularly can I get updates on my portfolio?
The Statement of Holding & other relevant details will be available to you online 24 X 7 basis and can be viewed logging in your user ID and the Password shared along with the Investment Mailer at the start of Investment. The audited Annual Statements will also be couriered on an annual basis.
How does an NRI invest in ABSLAMC-PMS?
The NRI Docket (consisting of ABSL PMS Agreement & HDFC NRI booklet) duly completed along with Cancelled Cheque should be submitted along with required documentation. Investors can also lodge their completed application forms with Distributors appointed by ABSL PMS for onward submission. All cheques/DDs must be drawn in favour of investor name himself / herself and crossed "A/c payee" only and payable at the place where the application is submitted at the official point of acceptance. However, for an NRI to invest it is mandatory that he/she maintains a bank account in India.
What address should be mentioned on the application form? Can an NRI mention a local address for all communication?
The application form of Aditya Birla Sun Life AMC Limited- PMS has a provision for local address, but the NRI Overseas Address is mandatory. If the local address is also provided, in such cases, the Indian address is registered for the purpose of contact and the foreign as an alternative address.
Will ABSLAMC- PMS accept an NRI application with an overseas bank account detail?
No. Overseas bank account details are not accepted as the payment is in Indian rupees by way of cheque/direct credits.