Separately Managed Accounts (SMA) are personalized discretionary investment portfolios tailored to the specific needs of the account holder and managed by investment professionals. A discretionary SMA allows the investment manager to buy and sell securities at his discretion as permitted by the account holder.
We provide an easy-to-read quarterly report that details portfolio holdings, market value and performance, so you have confidence in knowing that your portfolio objectives are being met. Clients also directly receive confirmations, regular reports, and tax information of their account.
SMA Services:
* Joint Investment Committee at the discretion of the customer
* Comprehensive MIS of portfolio investments, value and returns of funds managed under SMA
* Preferential brokerage rates on fixed income and equity transactions through associated concerns
* No sales load on investment in mutual funds managed by JS Investments Limited
These services are available for high net worth individual investors and institutional investors with certain minimum investment amount.
For further information please contact our Investor Relation Team:
Toll Free Number: 0800-00887
E-mail: ir@jsil.com
