NDPMS

What is a Non-Discretionary Portfolio Management Service?

  • Non-Discretionary Portfolio Management Service (NDPMS) is a relatively low cost form of portfolio management where the portfolio manager acts primarily in an advisory capacity to the client
  • Unlike Discretionary PMS (DPMS), in NDPMS, the Portfolio Manager cannot take decisions on behalf of the client
  • In NDPMS, the Portfolio Manager is required to act according to the client’s instructions

Benefits of NJ NDPMS

The mutual fund schemes / portfolios are recommended to investors based on a fully unbiased rule-based approach

  • Investors can choose to benefit from a fully rule-based and scientific approach to portfolio management
  • Choice of 3 Mutual Fund portfolios based on risk appetite. Suggested portfolios sent to investors at regular intervals
  • Investors have the flexibility of choosing to invest in either of the recommended mutual fund schemes and / or any other mutual fund scheme of their choice

Quick and simple execution process

  • An email with instructions is all that is needed to invest in any MF scheme
  • No need to fill forms or provide documentation repeatedly

Investments are all in direct plans of underlying MF schemes

  • Increased convenience art low overall costs offers great value

We provide clients with a robust technology platform, offering web access to their personalized online Client Desk. This platform gives them access to the latest reports and portfolio information.

NJ NDPMS Offerings

  • A long-term offering for capital appreciation by investing in Equity Mutual Fund Schemes
  • Fully rule-based suggested allocation between 0% to 100% in Equity Mutual Fund Schemes
  • The remaining amount will be allocated to cash and cash equivalents

  • A long-term offering for capital appreciation by investing in Hybrid Mutual Fund Schemes
  • Fully rule-based suggested allocation between 0% to 100% in Hybrid Mutual Fund Schemes
  • The remaining amount will be allocated to cash and cash equivalents

  • A long-term offering for capital appreciation by investing in low risk Liquid, Overnight, and/or Arbitrage Mutual Fund Schemes
  • Fully rule-based suggested allocation between 0% to 100% in Liquid, Overnight, and Arbitrage Mutual Fund Schemes
  • The remaining amount will be allocated to cash and cash equivalents