FAQ's
We have addressed some Frequently Answered Questions for prospective investors
1
What is the minimum ticket size?
The minimum initial investment amount required to open a PMS account with us is INR 50 lacs, as stipulated by SEBI regulations.
2
Can I invest by way of securities?
We also accept listed securities such as stocks to fund your account. You will need to provide us with the date and cost of acquisition of these securities. We follow the Accredited Investor Framework under SEBI (Portfolio Managers) Regulations, 2020 as outlined here.
3
Is there any lock-in period?
There is no lock-in period. You can withdraw your money any time.
4
Would I have access to my portfolio?
You will have complete access to your demat account at all times.
5
How can I transfer funds?
You can transfer funds to our bank account, details of which will be provided upon account opening.
6
Can I invest additional funds?
​You can add funds to your account any time. No minimum size for top-ups. Just notify us when you make any transfer of funds into account.
7
What is the fee structure?
Our fees comprise: a) Fixed management fees charged proportionately every quarter. b) Performance-based fee on the profit exceeding the hurdle rate.
PMS Direct Client On-Boarding
For direct on-boarding as PMS investor with us please connect with us at
Email pawan@kapmventures.com
Contact number +91 9867575 805