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Conference

Fund Manager Connect 2024

5 October 2024Bengaluru8 photographs
Fund Manager Connect 2024

At PMS Bazaar’s Bengaluru event “Seeing the Unseen”, Arpit Shah covered Care PMS’s investment thesis, research methodology and the criteria for choosing a PMS.

Highlights

  1. PMS Bazaar hosted an exclusive Care PMS session in Bengaluru, “Seeing the Unseen”, on 5 October 2024.
  2. Co-Founder & Investment Director Arpit Shah presented the session.
  3. Topics included the Care PMS investment thesis, research methodology and the factors to weigh when choosing a PMS.
  4. The session outlined our offerings and focus on long-term client growth. Our thanks to PMS Bazaar for hosting.

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Direct onboarding

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.

  1. 01

    Consultation

    A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.

  2. 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.

  3. 03

    Portfolio activation

    Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.

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