2. There is a scope of one-on-one interaction with the fund manager to understand the investment strategy and outlook.
3. There is transparency in the portfolio and one can see the daily portfolio through demat account holdings.
4. PMS is monitored by the regulations and provides complete statements to the investors.
5. PMS has a clear fee structure with options of fixed and performance linked fees from which the investor can select.
(Content on this page is courtesy Centre for Investment Education and Learning (CIEL). Contributions by Girija Gadre, Arti Bhargava and Labdhi Mehta)