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Third Party Portfolio Management Services (PMS)

To help clients avail of a whole range of PMS services in alternative asset classes , Prabhudas Lilladher has tied up with renowned service providers who offer good service standards, have a good track record and have been taken through a due diligence process by our product managers . These service providers also offer a national network to help our clients with customised offers, on demand services and access to their strategists and senior personnel.

Our Advisors and Product Personnel will be pleased to take you through all the products currently available which would include structured PMS services including in Commercial Real Estate Debt , Residential Real Estate Debt, Mid Yield Bonds and soon, customised products including Nifty Linked PMS schemes/ Special Situations and IPO PMS.

For more details and product related information, please contact Pankaj Shrestha at 022 6632 2351 / 098207 10007 or PankajShrestha@plindia.com

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Prabhudas Lilladher Private Limited. Regd. Office : 3rd Floor, Sadhana House, 570, P. B. Marg, Behind Mahindra Tower, Worli, Mumbai - 400 018, INDIA. Tel. : 022 6632 2222

Investment in securities market are subject to market risks, read all the related documents carefully before investing.

Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

RISK DISCLOSURES ON DERIVATIVES

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

    • Source:

    1.SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.

    SEBI REGISTRATION NUMBERS. (BROKING) INZ000196637 [Membership Codes: NSE – 05977; BSE – 564; MCX – 40690] | (DEPOSITORY PARTICIPANT) IN-DP-439-2019 [DP-IDs: CDSL – 12011300; NSDL – IN303868] | (PMS) INP000008279 | (RESEARCH ENTITY) INH00000271 | (INVESTMENT ADVISORY) INA00018267[BSEASL Membership Code:2042]| (AMFI ARN) 3276

    Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don't's) in Vernacular Language : BSE | NSE | MCX
    For complaints at SEBI : SEBI Score
    Mandatory details for filing complaints on SCORES:
    i. Name,PAN,Address,Mobile Number, Email ID
    Benefits for filing complaints on score
    i. Effective Communication
    ii. Speedy redressal of the grievances
    Online Dispute Resolution Portal (ODR Portal)
    Terms & Conditions
    PRO-TRADING DISCLOSURE
    Voting Links BSE Plus

    1) Attention Investors: Prevent Unauthorised transactions in your account. Update your Mobile Numbers/Email IDs with your Stock Brokers. Receive information of your transactions directly from Exchange on your Mobile/Email at the end of the Day .......... Issued in the interest of Investors. 2)Attention Investors : 1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. 2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 3. Pay 20% upfront margin of the transaction value to trade in cash market segment. 4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard. 5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. .......... Issued in the interest of Investors 3) Attention Investors: Prevent Unauthorized Transactions in your demat account. Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL/ NSDL on the same day..........issued in the interest of investors. 4) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. 5) No need to issue cheques by investors while subscribing to IPO. Just write Bank Account Number & sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account . 6) Mandatory details for filing complaints on SCORES: i. Name, PAN, Address, Mobile Number, Email ID

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