Answering the common queries you may have

Check The Frequently Asked Questions

What is PMS (Portfolio Management Services)

PMS or Portfolio Management Service is a professional service which caters to the HNI segment where a research team of qualified and experienced portfolio managers manage your investment portfolio. PMS Services in India is regulated by the Securities and Exchange Board of India (SEBI) under PMS Regulations.

Who can invest in a PMS?

The following can be eligible investors in a PMS product:

  • Resident Individuals & Hindu Undivided Families (HUF)
  • Non-Resident Indians (NRI)
  • Body Corporates (Public or Private)
  • Limited Liability Partnerships (LLP)
  • Foreign Portfolio Investors (FPI)
  • Private Trusts
  • Partnership Firms or any other type of eligible investors

What is Complete Circle PMS?

Complete Circle PMS services invest in discernible businesses with a robust competitive advantage. Our quality offerings are designed to help you achieve your long term financial goals.

Can NRI investors invest in Complete Circle?

Yes, NRI investors can invest in the PMS product.

What is the investment strategy for Complete Circle Digital Compounders PMS?

The PMS product invests in hand-picked niche businesses with industry edge and growth potential that exhibit high governance, ROCE and technological advantage.

What are the risks associated with investing in Complete Circle Digital Compounders?

The PMS investments in Complete Circle Digital Compounders shall be subject to market risk, unsystematic risk, liquidity risk, regulatory risk, currency, credit events, and more briefly stated in the PMS document. For more information, please read the PMS disclosure document here –click here–

Does Complete Circle have any branches?

Yes, we have three branches.

How are PMS investments taxed?

For 2021-2022 the rates are calculated as per the Finance Act, 2021. Please visit this link for more details: http://www.myfirstcrore.com/taxReckoner.php

What is the investment horizon for investments in Complete Circle Digital Compounders?

The Complete Circle PMS has a long-term horizon of five years. Furthermore, the portfolio manager may, at their discretion, hold a portfolio investment beyond the mentioned horizon, if deemed fit and not beyond the term of the PMS agreement

What is the minimum investment for Complete Circle Digital Compounders PMS?

The minimum investment for investing in Complete Circle Digital Compounders is Rs.50 Lakhs only. Add-ons are available in multiples of Rs.1 Lakh.

What is the account opening process for Complete Circle Capital?

We are here to guide you through the steps. Please call +91 98112 62201 or write to us at info@completecirclewealth.com

Is the Demat account required to invest in PMS?

Yes, you are required to open a Demat account because the listed securities you have invested in will be visible in your Demat account. The portfolio manager takes Power of Attorney (PoA) on this account to operate the account on the investor’s behalf to settle securities.