Portfolio Management Services (PMS) – Important Disclosures
Portfolio Management Services are investment solutions offered by SEBI-registered portfolio managers and are intended for investors seeking customized portfolio strategies.
Nature of PMS
- PMS involves direct ownership of securities in the investor’s name
- Portfolios are actively managed based on defined strategies
- Minimum investment thresholds apply (as prescribed by applicable regulations)
Platform Role
Numbers Wealth:
- May facilitate access to PMS providers
- May provide information, comparisons, or curated insights
However:
- We do not manage PMS portfolios
- We do not act as the portfolio manager
- We do not guarantee performance or suitability
Risk Factors
Investments in PMS carry risks including:
- Market volatility and drawdowns
- Concentrated portfolio exposure
- Strategy-specific risks
- Timing and execution risks
Portfolio value may fluctuate significantly.
Performance Disclaimer
- Past performance is not indicative of future results
- Any performance data shown is historical and illustrative
Investor Responsibility
You agree that:
- You have understood the PMS strategy and risks
- You will review official documents (such as Disclosure Documents)
- You will make decisions independently or with your advisor
Third-Party Relationship
Your PMS investment relationship is directly with the SEBI-registered PMS provider.
Voluntary Participation
Accessing PMS information or services is voluntary.
If you do not agree with the terms, you may choose not to proceed.
