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Portfolio Management Service (PMS)
Welcome to BitGenix's Portfolio Management Services (PMS) – Empowering Your Financial Growth.
Overview
At BitGenix, we understand that achieving your financial goals requires a strategic and tailored approach. Our Portfolio Management Services (PMS) are designed to provide you with a comprehensive investment solution, combining expertise, innovation, and a commitment to delivering substantial returns. Explore the world of PMS with BitGenix and embark on a journey towards financial prosperity.
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What is Portfolio Management Services?
Portfolio Management Services (PMS) is a personalized investment approach that goes beyond conventional investment avenues. It involves the professional management of your investment portfolio to optimize returns while mitigating risks.
At BitGenix, our PMS offerings are crafted to align with your financial objectives, providing a dynamic and diversified investment experience.
Why Choose BitGenix's PMS?
Strategic Approach
Trust is paramount, but so is control. We don't request fund custody at BitGenix. Maintain ownership while giving us the required trading access. It's a collaboration that brings security.
Tailored Solutions
We understand that every investor is unique. That's why our PMS offerings are customized to meet your specific financial goals and risk appetite.
Experienced Management
BitGenix boasts a team of seasoned financial experts who bring a wealth of experience to the table. Your portfolio is in capable hands.
Transparent Practices
Transparency is key to building trust. We follow transparent reporting practices, keeping you informed about the performance and progress of your investments.
Find out more
PMS Offerings
PMS I
PMS Optimum
Tailored portfolio management solutions designed to optimize investments and meet specific financial objectives.
Minimum Investment
$1,500
Minimum Contract
18 Months
FMS
2.5% of investment
ROI
24-28% Net Profit/Annum
Performance Fees
30-40% of Profits
Learn More
PMS II
PMS Hybrid
Tailored portfolio management solutions designed to optimize investments and meet specific financial objectives.
Minimum Investment
$15,000
Minimum Contract
18 Months
FMS
0
ROI
24-28% + a Fixed ROI
Performance Fees
30%
Learn More
Book a call with your
personal wealth Consultant
You need a strategic ally who understands your financial aspirations. BitGenix has the expertise to navigate through the complex areas of Financial Planning & Investments.
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FAQs
What advantages does PMS offer?
Personalized investment strategies catered to individual financial goals, professional management by knowledgeable specialists, diversified portfolios to maximize returns, and open reporting procedures to keep investors updated on the performance and advancement of their investments are just a few advantages of using Portfolio Management Services
(PMS)
Who can invest in PMS?
Investors who want professional and individualized portfolio management might consider
PMS. PMS offers tailored solutions to suit the needs of a diverse spectrum of clients, including high net worth individuals and sophisticated investors with different risk tolerances
and financial goals.
Do investing in PMS come with any risks?
PMS carries some of the dangers associated with the financial markets, including market
volatility, economic uncertainty, and regulatory changes, even while it has the potential to yield higher profits. However, these risks can be properly managed to maximize returns while minimizing potential drawbacks with the help of seasoned specialists and diversified
investment techniques
How much does it cost to use PMS services?
Depending on the particular product, BitGenix's PMS services have varying minimum investments. Our PMS solutions typically have a minimum investment requirement of $1,500 to $15,000, with each option having a distinct contract period and performance fee.
How do mutual funds and portfolio management services differ from each other?
Portfolio Management Services (PMS) provide individualized and customized investment
plans based on the risk tolerances and financial objectives of specific investors. In contrast to mutual funds, which combine the capital of several investors to purchase securities in a pre-established portfolio, PMS gives investors direct ownership of the securities in their
portfolio, giving them more freedom, transparency, and flexibility when making financial
decisions.
What is the Portfolio Management Services capital gains tax?
Investments in Portfolio Management Services (PMS) are subject to capital gains tax based
on the investor's home jurisdiction's applicable tax laws and regulations. To ensure compliance with tax duties and to understand the tax implications of PMS investments,
investors are urged to speak with their tax consultants or financial specialists.
Who can Invest in PMS?
A broad spectrum of investors, including high net worth individuals, institutional investors, and astute investors looking for expert portfolio management services and customized investment solutions, can benefit from PMS. Whether you want to reduce risks, maximize returns, or diversify your investment portfolio, PMS provides tailored solutions to help you reach your financial goals.
Are investors required to open new demat accounts for a PMS?
If investors already have demat accounts, they are not required to open new ones in order to use Portfolio Management Services (PMS). Nevertheless, in order to make the transfer and holding of the securities in their PMS portfolios easier, investors might need to open a demat account if they dont already have one. It is advised to seek advice on the prerequisites and account opening procedure from BitGenix's professionals.