Requirement Based Products

The minimum investment is the specified smallest amount of capital that is required to buy into or invest in a security, asset, or opportunity.

PMS are services where a portfolio manager actively manages the portfolio and invests in a combination of stocks, fixed income, debt, cash, structured products, which are tailor made.

Rate of Return/ CAGR

Returns vary based on the type of PMS.

Taxation in India

Taxation is also based on the which type of assets the securities are held by the specific PMS.

Alternative Investment Fund or AIF means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors.

Rate of Return/ CAGR

Returns vary based on the type of AIF

Taxation in India

Taxation is also based on the which type of assets the securities are held by the specific PMS.

JRS Wealth Managers customises equity portfolios for investors who want specific exposure to equities.

Rate of Return/ CAGR

under process.

Taxation in India

under process.

Structured products are specialised products which may invest in derivatives, equities, commodities etc.

Rate of Return/ CAGR

Returns vary depending on the type of product.

Taxation in India

Taxation is also based on the type of underlying assets.

Usually for high net worth investors, these bonds provide tax free interest for the investors. They are usually issued by the Government to meet the Governments programs for development from highways and electricity to housing etc. Maximum limit per individual is Rs. 50 lakhs.

Rate of Return/ CAGR

Coupon rates range from 6% to 8.5% p.a.

Taxation in India

Tax free, however the interest income earned should be disclosed in the income tax return.

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