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Stock Market Investments Portfolio Management

Services (PMS) Reporting - Review

Benefit From Gray Arrow A Kaytek Investment Consulting Service

Down Arrow Portfolio Management Services or PMS is one of the 3 routes via which one can invest in the stock market, the other two being direct investments through brokers or via the mutual funds route.

In the interests of the investors, Transparency and Reporting Integrity are two extremely vital attributes of Stock Market Intermediaries.

Our Brief Observations on the Reporting of a PMS (offered by a Mumbai based stock broking company) are provided below :

Gray Arrow Points - 1.0 - 4.0 - Overall Observations.

Gray Arrow Point 5.0 - Portfolio Summary Report.

This is not Investment advice. Please consult your Stock Broker for the same.

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Updated on 18th January 2010.
Created on 30th August 2005.

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