Advisory Service in PMS

What are Advisory Portfolio Management Services?

In an advisory capacity, the portfolio manager makes just recommendations for investments or offers non-binding financial guidance. The decisions are made by the investor. The trades are also carried out by the investors. Usually, institutional clients utilize these kinds of services, who oversee portfolios independently, but usually employ national specialists in every nation.

The fee so charged may be a fixed fee or a return-based fee or a combination of both. These are typically on actuals and reimbursed to the Portfolio Manager.

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