Who can open an account with us ?

Individuals (including NRIs who have a PAN card), Company, Partnership Firm, HUF and Trust

How is income from PMS taxed?

Income from equity PMS will treated as Long Term Capital Gains and Short Term Capital Gains in the hands of the Investor who opens an account with us. However, this should not be construed as tax advice. Please confirm with your tax advisor on your tax situation.

How often will we be updated on our account ?

We will send you Annual and Half yearly Performance Statement. We will also send you periodic (gap not more than 6 months) Transaction, Holding & Corporate Action Reports on stocks in your portfolio. You will also get an Annual CA certified statement of your Account. However, if you require an update on your account at anytime, you can email us and we will be happy to provide you with a latest statement of your holding within 24-48 hours.

Will you be appointing a Third Party Custodian?

Yes we will be appointing a third party custodian. Your demat and bank accounts will be opened in your name with HDFC Bank

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