Marcellus Investment Managers Pvt Ltd
  • Home
  • Contact
  • Contact

Account Management

Track portfolios, manage accounts, update details

  • What is the minimum amount for top-up in PMS?
  • Systematic Investment Plan (SIP) FAQs
  • How can I access my PMS account online?
  • What is the process to close my PMS account?
  • What is the process for transferring stocks to PMS Account?
  • What are the bank details for funding PMS account?
  • Invoice and Audited Reports
  • Is there a STP (Systematic Transfer Plan) available to invest in Marcellus' PMS?
  • How do I withdraw / redeem part of my holdings from PMS account?
  • Why are the holdings and transaction reports of LCP portfolio not available / out of date on online portal?
  • Why do you do rebalancing of portfolios?
  • What is the 'Gains/Loss Prior to Takeover' number in my portfolio performance statement?
  • How can I top-up (add more funds to) my account?
  • Dividend receivable
  • I forgot my password for online account access. How do I reset?
  • When, and how often, can I change fee plan of my PMS account?
  • What is the minimum amount for redemption?
  • Is there an exit load to be paid when closing PMS account?

Categories

  • About PMS
  • PMS Strategies
  • Account Set-up
  • Account Management
No results found

© Marcellus Investment Managers Pvt Ltd 2023. Powered by Help Scout