Investing · Managed
PMS
Portfolio management services for larger portfolios. Open it through YUNO with the partner broker you choose.
What it is
Portfolio Management Services, where a SEBI-registered portfolio manager manages a portfolio in your name. SEBI sets a minimum investment of ₹50 lakh.
Who it suits
Investors with larger portfolios who want a professional manager to make decisions within an agreed mandate.
How to open it through YUNO
- 1Tell us what you need
Which services, and for whom: self, family, HUF or company.
- 2Pick a partner broker
Indiabulls Securities, Bajaj Broking, Jainam Broking or Tradebulls Securities.
- 3Account opened
With the broker you chose. YUNO stays your first call.
Questions
Questions
Who manages the portfolio?
A SEBI-registered portfolio manager, under an agreement signed with you. The securities are held in your name.
Who holds my account?
The partner broker you choose. Funds and securities stay with that broker; YUNO helps you open the account and serves you.
Open an account through YUNO.
Tell us the services you need and for whom. We help you open it with a partner broker.