Portfolio Management Services
Introduction
At BugleRock, our Portfolio Management Services (PMS) are designed for discerning investors seeking personalized, actively managed investment solutions. We understand that your financial goals are unique—and so are the strategies needed to achieve them. Our PMS offering provides access to curated portfolios that balance capital appreciation and risk management, ensuring your investments are aligned with your long-term aspirations. Whether you're focused on wealth growth, preservation, or diversification, we deliver solutions tailored to your profile and objectives.
PMS is a professionally managed investment vehicle that allows investors—particularly high-net-worth individuals (HNIs)—to participate in market-linked opportunities through a customized basket of securities including equities, fixed income instruments, and structured products. At BugleRock Capital Private Limited, we are empanelled with a wide network of leading third-party PMS providers across India, including AMCs and financial institutions, enabling us to connect our clients with specialized strategies best suited to their evolving needs.
What is PMS
Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.
PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.
Buglerock Capital Private Limited is empanelled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.
Features of PMS
01
Asset Allocation :-
Spreads investments across asset classes to balance risk and optimize returns.
02
Customization :-
Tailored investment solutions based on risk appetite and portfolio diversification needs.
03
Portfolio Performance Tracking :-
Real-time updates on holdings and market conditions for informed decision-making.
Benefits of Portfolio Management Services
Types of Portfolio Management Services
There are two types of Portfolio Management Services provided by PMS companies in India.
Discretionary Portfolio Management Service:
In discretionary PMS service, it is the portfolio manager that independently and individually manages the funds and securities. Investors do not have to make any financial decisions. They inform the portfolio manager of their needs, and the manager works accordingly.
Non-Discretionary Portfolio Management Service:
When the portfolio manager manages the funds in harmony with the directions of the client, it is termed a Non-Discretionary Portfolio Management Service.
Advantages of PMS
01
Personalized Investment Strategiesn
Tailored portfolios designed to meet your unique financial goals and risk appetite.
02
Active Portfolio Managements
Professional fund managers continuously monitor and adjust investments to optimize performance.
03
Diversification
Reduces risk by investing across various asset classes and sectors.
04
Transparency & Control
Regular performance reports and insights keep you informed about your investments.
05
Potential for Higher Returns
Actively managed strategies aim to outperform traditional investment options.
06
Tax Efficiency
Structured investment approaches can help optimize tax liabilities.
Schedule of commission - PMS
Updation to be made
As per SEBI (Portfolio Managers) Regulations, 2020, and SEBI Circular SEBI/HO/IMD/DF1/CIR/P/2020/26 dated February 13, 2020, BugleRock Capital discloses the commission earned from various PMS providers. The commission rates are as follows:
| Portfolio Management Services | Commission (Trail) |
|---|---|
| PMS Investment Approaches | 0.40% to 2.00% p.a. |
Additional Information
- BugleRock Capital does not receive any upfront commission from Portfolio Managers.
- Clients may opt for a variable fee structure, where additional commission may arise from performance fees.
- The commission rates are applicable for investments made under the highest management fee slab. If the management fee changes, the commission rates may also vary.
NOTE
- Reimbursement of marketing activities may also be received from Portfolio Managers, similar to mutual fund distribution, and are not scheme specific.
Reimbursement of marketing activities may also be received from Portfolio Managers, similar to mutual fund distribution, and are not scheme specific.
Disclaimer
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Buglerock Capital Private Limited (ARN code 79196) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
We are a NISM certified / AMFI registered mutual fund distributor and not an RIA.
Registered with the Association of Mutual Funds in India(AMFI) as a Non-Individual Distributor
Name | Buglerock Capital Private Limited |
AMFI Registration Number | ARN-79196 |
ARN Validity period from | 07-MAY-2024 To 06-MAY-2027 |
SIF Validity period from | 01-JAN-2026 To 31-DEC-2028 |
Grievance Officer: Bharat Sharda | Phone: + 91 022 69251024 | Email: compliance@buglerock.asia
SERVICES
