| Management |
Provide ongoing, personalized access to professional money management services. |
Provide access to professional money management services. |
| Customization |
Portfolio can be constructed in order to address investor's specific needs. |
Portfolio construction is a per Fund's stated investment objectives. |
| Ownership |
Investor directly owns the securities in his portfolio. |
The trustee owns the shares of the fund and cannot influence buy/sell decisions. |
| Flexibility |
Portfolio can be customized to meet specific requirements of customers. |
No customization possible. |
| Minimum investment |
Rs. 50 lakhs |
Rs. 500 |
| Engagement |
High |
Very low, limited to NAV & factsheets |
