Every month, on the record.
Monthly factsheets for both investment approaches, performance against the benchmark, portfolio statistics, allocation and holdings.
IA: Growth Plus Value
IA: Large & Midcap
By financial year.
Investments in equities are subject to market risk. Past performance is not indicative of future returns. Please read the disclosure document carefully before investing. Returns are not verified by SEBI.
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.