Stack Reserve: PMS, International Investing, Private Equity & more

Introduction

Stack Reserve is a user-centric investment platform that offers sophisticated clients access to exclusive high-ticket investments, global diversification strategies, and tailored portfolio management. With a focus on personalized excellence, Stack Reserve helps clients achieve their wealth growth goals through strategic investments, effective risk management, and market insights.

Tailored Investment Solutions

Stack Reserve's exclusive investment offerings include:

Portfolio Management Services (PMS)
Customized portfolio management solutions to meet individual client needs and risk tolerance.
Alternative Investment Funds (AIFs)
Access to a wide range of alternative investment funds, including private equity, venture capital, and hedge funds.
Commercial Real Estate (CRE) Investments
Opportunities to invest in high-quality commercial real estate assets.
International Investing Opportunities
Access to global markets and assets through a variety of investment products, including smallcases.
Market Linked Debentures (MLDs)
Debt instruments that offer investors the potential to earn higher returns than traditional fixed-income investments.

Stack Reserve's dedicated wealth advisors work closely with clients to understand their unique investment goals and risk tolerance. They then tailor portfolios to meet each client's specific needs and provide ongoing portfolio management and support.

Unique Opportunities & Global Diversification

Stack Reserve offers a range of unique investment opportunities, including:

Exclusive High-Ticket Investment Opportunities: Access to high-net-worth individuals (HNWI) investment opportunities that are typically not available to retail investors.
Global Diversification Strategies: Stack Reserve's wealth advisors can help clients develop global diversification strategies to reduce portfolio risk and maximize returns.
Access to Unparalleled Market Insights and Research: Stack Reserve's team of experts provides clients with access to unparalleled market insights and research to help them make informed investment decisions.

Stack Reserve's global diversification strategies can help clients explore international markets and assets. This can help to reduce portfolio risk and improve returns over the long term.

Personalized Excellence and Wealth Growth Strategies

Stack Reserve is committed to providing clients with personalized excellence and helping them achieve their wealth growth goals. Each client is assigned a dedicated wealth advisor who works closely with them to develop wealth growth strategies and a tailored portfolio that meets their specific needs and risk tolerance.

Stack Reserve's wealth advisors have a deep understanding of the markets and can help clients identify strategic investment opportunities that have the potential to generate high returns. They also work closely with clients to develop risk management strategies that are tailored to their individual needs and risk tolerance.

Tailored Portfolio Management and User-Centric Investment Platform

Stack Reserve's wealth advisors provide ongoing portfolio management and support, ensuring that each client's portfolio is aligned with their investment goals and risk tolerance. They also provide clients with access to a user-centric investment platform that offers intuitive navigation, advanced analytics and reporting tools, and easy investment management.

Stack Reserve is committed to helping clients achieve their wealth growth goals through a combination of personalized excellence, tailored portfolio management, and a user-centric investment platform.

Conclusion

FAQs

What is PMS scheme in India?

PMS stands for Portfolio Management Services. It is a type of investment service where a professional portfolio manager manages your investment portfolio on your behalf. The portfolio manager will invest your money in a variety of assets, such as stocks, bonds, and mutual funds, to meet your investment goals and risk appetite.

PMS is a good option for investors who want to get professional help with their investments. It is also a good option for investors who have a high-net-worth or who want to invest in illiquid assets.

Who is eligible to invest in PMS?

The following are the eligibility criteria for investing in PMS in India:

Net worth: The minimum net worth requirement for investing in PMS is Rs. 50 lakhs for individuals and Rs. 25 lakhs for HUFs.

Experience: You must have at least 3 years of investment experience before you can invest in PMS.

Risk appetite: PMS is a high-risk investment option, so you must have a high risk appetite before you can invest in it.

Who can invest in PMS?

The minimum investment amount for PMS in India is ₹50 lakhs. However, some PMS providers may have a higher minimum investment amount.

To invest in PMS, you must be an Indian resident and have a Demat and trading account. You must also provide the portfolio manager with your PAN card and other KYC documents.

What are the benefits of PMS investing?

Here are some of the benefits of PMS investing: Expertise: PMS is managed by experienced portfolio managers who have the expertise to choose the right assets for your portfolio and manage your risk.

Diversification: PMS can help you diversify your portfolio by investing in a variety of assets. This can help you reduce your risk.

Customization: PMS can be customized to meet your specific investment goals and risk appetite.

Transparency: PMS providers are required to provide you with regular reports on your portfolio's performance.

Liquidity: You can easily liquidate your PMS investments if you need to access your money.

What are the risks of PMS investing?

Here are some of the risks of PMS investing: High risk: PMS investments are subject to market risks, which means that your investment value can go down as well as up.

Illiquidity: PMS investments can be illiquid, which means that it can be difficult to sell your investment quickly.

High fees: PMS investments typically have high fees, which can eat into your returns.

Lack of transparency: PMS investments are not as transparent as traditional investments, which makes it difficult to track your investment performance.

Risk of fraud: There have been cases of fraud in the PMS industry, so it is important to do your research before investing.

How do I track the performance of my PMS?

To track the performance of your PMS, you can do the following:

Get regular updates from your PMS provider: Your PMS provider should provide you with regular updates on the performance of your portfolio. This information should include the value of your portfolio, the returns you have earned, and the fees you have paid.

Use a PMS tracking tool: There are a number of PMS tracking tools available online. These tools can help you to track the performance of your portfolio over time and compare it to other portfolios.

What are the tax implications of PMS investing?

The tax implications of PMS investing in India are as follows:

Equity investments: The capital gains arising from equity investments made through PMS are taxed at 15% (short-term) or 10% (long-term).

Non-equity investments: The capital gains arising from non-equity investments made through PMS are taxed at 20% with indexation.

Dividend income: Dividend income received from PMS investments is taxed at the investor's marginal tax rate.

Service charges: The service charges paid to the PMS are not tax-deductible

How can I compare PMSs?

Here are some factors to consider when comparing PMSs:

Investment objective: What are your investment goals? Are you looking for short-term or long-term growth?

Risk appetite: How much risk are you comfortable with? PMSs can vary in risk depending on the investment strategies they use.

Fees: How much do the PMSs charge in fees? This can have a significant impact on your returns.

Track record: How has the PMS performed in the past? This can give you an idea of their potential future performance.

Portfolio manager: Who is the portfolio manager? Do they have the experience and expertise to manage your money?

What are the fees associated with PMS investing?

The fees associated with PMS investing in India vary depending on the PMS provider. However, some of the common fees include:

Management fee: This is a fixed fee that is charged on a monthly or annual basis. The management fee typically ranges from 1% to 2% of the invested amount.

Performance fee: This is a fee that is charged on the profits generated by the PMS. The performance fee is typically charged at a rate of 10% to 20% of the profits.

Entry fee: This is a one-time fee that is charged when you invest in a PMS. The entry fee is typically around 1% of the invested amount.

Exit fee: This is a one-time fee that is charged when you exit from a PMS. The exit fee is typically around 1% of the invested amount.

In addition to these fees, PMS providers may also charge other fees, such as brokerage fees and custodian fees.