How we handle your information.
Care Portfolio Managers operates www.carepms.com. This policy applies only to information collected through this website.
Information we collect
Our Contact Us and registration forms collect contact information, such as your email address, and geographic information from visitors.
How we use it
Contact details are used to send you information about our services and to reach you when necessary.
Sharing of information
We do not sell your personal information to third parties. We may disclose information where required by law, to cooperate in good faith with regulators or law-enforcement authorities, or to protect our rights and property.
Security
While we take care to protect your information, the security and confidentiality of information transmitted over the internet cannot be guaranteed. Information sent through this website is transmitted at the user’s own risk.
Third-party information
We may supplement the information you provide with information received from third parties.
Other websites
This website may contain links to other websites. We encourage you to read the privacy statements of any other site you visit.
For questions about this policy, please write to connect@carepms.com.
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.