Zen Securities Ltd.

Portfolio Management Service

Zen Securities Limited is a premier financial services company with a formidable presence in the stock market and has earned the trust of its clients for its efficient and investor friendly services. What is Portfolio Management Service (PMS)? Portfolio Management Service (PMS) is a customized investment portfolio of equity, debt, or instruments created to suit the individual investment objectives of a client. A professional fund manager who is well equipped to handle the process conducts the portfolio's day-to-day management, research, and idea generation. Under Is PMS right for me? Portfolio Management Services may be the right option for individuals who: Want to invest their money in equities but do not have the required expertise. Are equipped with the required awareness and knowledge to invest in equities but do not have time to actively manage their portfolio. Why ZEN PMS? In today's markets, equity investment has become a more involved activity and demands a greater awareness and in depth understanding of the business and economic variables that affect equity valuations. Stocks operate in a wonderful tax environment, with no tax on long-term capital gains and a minimal 10% tax on short-term capital gains. Also in this economy, there are no investment avenues other than stocks and real estate to earn inflation adjusted positive return and stocks offer more liquidity than real estate. Zen's portfolio managers fully understand these advantages of stocks and make them work in your favor. Zen's portfolio managers are supported by a strong research bureau that is well equipped to understand the market and deliver superior returns. Each portfolio is personalized keeping in mind your investment parameters, including return expectations, objectives, time horizon, liquidity constraints, a distinctive tax status, and most importantly, personal risk tolerances.