PMS

Shagun Capital

Details of the PMS

Registered Name:
Shaguncap Investment Managers LLP
Registered Address:
B403, 4th Floor, Eldora B, Hiranandani Gardens Powai, Mumbai, Maharashtra, India Pin Code: 400076
Address for Correspondence:
Office no. F2/25, 2nd Floor, Wave Silver Tower, Sector -18, Noida, Uttar Pradesh 201301 India Pin Code: 201301
Registration number:
Contact:
9654757090
Email:
info@shaguncapital.in

Mandatory Documents

  1. Download Disclosure document PDF
  2. Download Investor Charter PDF
  3. Download Complaint status PDF
  4. Download Investor grievance Policy PDF
  5. UPI Handle – Coming Soon

FAQ's

  1. Is direct investing (without involving distributor) option available?

    Yes, the option to invest directly is available. To avail it, kindly send an email to contact@shaguncapital.in or call on – 9654757090.

  2. What is PMS (Portfolio Management Service)?

    A Portfolio Management Service is a platform created especially for high net-worth individuals to provide customized solutions for their financial investment needs. Investment management solutions in a PMS can be provided in three ways – Discretionary Portfolio, Non-Discretionary Portfolio, Advisory Portfolio. Portfolio Management Services are regulated by Securities and Exchange Board of India (SEBI) under PMS Regulations.

  3. What is the minimum investment size to open a PMS account with Shagun Capital?

    The minimum ticket size applicable at the time of opening a new account, is the same as regulatory minimum of Rs. 50 lakhs.

  4. Are investors required to open new demat accounts for a PMS?

    Yes. For investment in listed securities, an investor is required to open a new demat account in his/her own name.

  5. Does one necessarily invest in cash to open a PMS account?

    Apart from cash, the client can also hand over an existing portfolio of stocks, bonds or mutual funds to a Portfolio Manager and the Portfolio Manager may at his own sole discretion sell the said existing securities in favour of fresh investments to match the strategy portfolio.

  6. Is premature withdrawal of Funds/securities by an investor allowed?

    The funds or securities can be withdrawn or taken back by the client before the maturity of the contract. However, the terms of the premature withdrawal would be as per the agreement between the client and the portfolio manager.

  7. What is the tax treatment in PMS investment?

    The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his tax advisor for the same. The Portfolio Manager ideally provides unaudited statements on monthly basis and audited statement of accounts at the end of the financial year to aid the investor in assessing his/ her tax liabilities.