NDPMS | NJ PMS - Simplify Your Investments

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

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

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Rule-based Advice

Easy Execution

Cost Effective

Client Desk

Non-Discretionary Equity Schemes Portfolio

Non-Discretionary Hybrid Schemes Portfolio

Non-Discretionary Low Risk Schemes Portfolio

Non-Discretionary Conservative Schemes Portfolio

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