Transparency, by default.
Registration details, compliance documents, grievance redressal and fee information for Care Portfolio Managers Private Limited.
Compliance
Grievances
SEBI address (Regional Office): Mittal Court, B & C Wing, 1st Floor, 224, Nariman Point, Mumbai 400021 · 022 22850451 · 022 26449885 · sebi@sebi.gov.in
Important information
Investments in equities are subject to market risks. There is no assurance or guarantee that the objectives of any investment approach will be achieved. The value of investments may appreciate or depreciate to an unpredictable extent. Past performance does not indicate future performance. Please read the disclosure document carefully before investing.
As prescribed by SEBI, the minimum investment amount for Portfolio Management Services is ₹50 lakh. Securities are held in the client’s own demat account with Axis Bank Limited, a Depository Participant with NSDL.
Begin your Care PMS journey.
Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 02
Documentation
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.