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Is Portfolio Management Service different from a mutual fund?
Portfolio management, unlike mutual funds, is a highly personalised service. Each investor has a separate portfolio of shares. Besides, there is no entry or exit load in PMS.

What is the minimum investment requirement for PMS?
Minimum investment for joining EQ PMS is Rs.50 Lacs.

Is my capital guaranteed?
Equity investments are subject to market risks. Hence, the capital is not guaranteed.

Is there any lock-in period for my investments?
As per SEBI guidelines, there is no lock-in period for your investments. You can withdraw your funds partially or terminate the account at any time.

How to avail Portfolio Management Service (PMS)?
A PMS agreement has to be signed between the investor and the portfolio manager. An identity proof (copy of PAN card/Passport) along with a photograph is required..

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