Online PMS Desk
We offer our clients the convenience of an online account through our "PMS Desk." This facility enables clients to access information about their investments. The PMS Desk provides daily updates on data and reports, giving clients detailed information on valuation, transactions, holdings, performance and more at the click of a button. Additionally, the PMS Desk grants access to important documents and forms, streamlining the portfolio tracking process and making it hassle-free and enjoyable for clients.

Reports
We ensure regular updates are provided to our clients regarding their portfolios through periodic reports. These reports provide valuable insights and information about the performance and status of their investments. Additionally, reports can also be accessed through the Online Desk, providing clients with convenient and easy access to essential portfolio information.

Direct On-boarding
The Portfolio Manager offers clients the option to be on-boarded directly, without the involvement of any distribution intermediary. In such cases, no charges other than statutory charges shall be levied at the time of on-boarding. However, all applicable charges, excluding intermediation-related charges, as agreed with the client, will continue to apply. To proceed, clients can visit our website www.njpms.in to download the PMS application form, fill in the required details, attach the necessary documents, and submit it to our office to complete the direct onboarding process.

Reports sent through e-mail / hard copies / available online

Annual Reports: