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Portfolio Management Services.

PMS & Advisory

Portfolio Management services is a type of investment service offered by professional portfolio managers or wealth management firms to high net worth individuals or institutions.

Portfolio Management Services - TradingBells 

TradingBells is a reliable stock broker that offers portfolio management services designed to generate alpha and minimize risk. 

Our investment experts are seasoned professionals who uphold our core values of integrity, trust, and value. We strive to offer clear, robust, and effective investment solutions that help investors grow and safeguard their investments.

 

Investment Experts

Our investment experts are qualified and experienced professionals who are passionate about delivering results. 

We align our investment strategies with our clients' values and risk appetites. Our investment managers have access to market inefficiencies that are not available to retail investors, enabling us to deliver significant alpha compared to the index or regular mutual fund norms.

 

Transparency

We believe in being transparent about our charges and annual management fee structure, which is relatively lower than the expense ratio on most equity mutual funds. 

Our clients can realize the full benefit of professional and ethical portfolio management without hidden costs.

 

Investment Philosophy

Our investment philosophy is based on a hybrid, data-driven, and high-conviction strategy. 

We employ a top-down approach to identify select sectors with the best prospects, while simultaneously picking stocks within these sectors based on a bottom-up, fundamentals-based approach. We use a similar strategy for debt investments, leveraging the difference between the market value and intrinsic value of debt securities to generate optimal returns.

 

Difference

Our portfolio management services differentiate from our peers through our concentrated, high-conviction approach combined with active management. 

We deploy a unique data-driven approach to generate risk-adjusted returns over time. Our managers collaborate with clients to understand the variation of their finances and risk appetites and execute crucial investment decisions in a timely manner. 

Portfolios are shaped based on individual preferences in risk-taking, value creation, and ethical investing. 

Comprehensive details on portfolio performance, investment churn, tax liabilities, and net fees are always available.

 

Blogs

Impact of the Indian Election on the Stock Market Over the years

Explore the impact of Indian Elections on the Stock Market in this blog. Gain a deeper understanding of how political events can shape stock market dynamics over the years.

The Role of Relative Strength Index (RSI) in Indian Stock Trading

Understand the role of the Relative Strength Index (RSI) in Indian Stock Trading . Learn its meaning, how it works, its benefits, and limitations, and more to make informed investment decisions.

Distinguishing Between Equity and Commodity Markets

Distinguish between equity and commodity markets. Understand their unique features, risks, and potential rewards for informed investment decisions.

Tips to Convert Intraday Positions into Delivery

Convert intraday positions into delivery with these valuable tips. Make the most of your trades and optimise your investment portfolio.

Learn to Invest in the Stock Market Effectively with Less Money

Learn to invest in the stock market effectively with less money. Discover tips and strategies to maximise your investments on a budget.

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Issued in the interest of investors: Prevent Unauthorised transactions in your trading and Demat account. Update your mobile numbers/email IDs with Tradingbells. Receive alerts and information of all debit and other important transactions in your trading and Demat account directly from Exchange/Depository on your mobile/email at the end of the day. KYC is a onetime exercise while dealing in securities markets. Once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries of refund as money remains in investor's account.

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