Tradebulls

portfolio management

portpolio management

Moneypalm’s Portfolio Management Distribution is a highly professional service meant exclusively for High Ticket Clients. Moneypalm offers only the top performing PMS products from the reputed fund houses of India.

Our skilled investment advisors, do an in-depth analysis of your investment needs and offer tailor made products aimed to deliver consistent and exceptional returns on your investments thus relieving you from the burden of consistently looking for better investment options.

We provide you regular reviews of various funds along with the in-depth analysis of all good PMS products available in the market

Why invest in PMS with us?

  • Highly skilled and dedicated Advisors to help you select best PMS options.
  • Relationship Managers to help you in investment and regular tracking of your funds.
  • We help you in minimising your investment risk by diversifying your portfolio to schemes which best suit your financial needs.
ATTENTION INVESTORS -
Prevent Unauthorized Transactions in your demat/Trading account, Update your Mobile Number and Email with your Depository Participant/stock broker and Receive alerts on your Registered Mobile Number/Email for all debit and other important transactions in your demat/Trading account directly from CDSL/Stock Exchanges on the same day......issued in the interest of investors.     
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.    
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.    
We Moneypalm Brokers Private Limited (Formerly Known as Moneypalm Investment Solutions Private Limited) do not do any Proprietary Trading
Consolidated Account Statement (i.e. Single Statement of Investment in Mutual Funds and Securities across DP’s ) has been started by CDSL w.e.f February 2015.
Do write to your Depository Participant if CAS Facility is Not Required.
“World Investor Week November 23-29, 2020 being celebrated under the aegis of IOSCO and SEBI.”     “विश्व वििेशक सप्ताह( 23-29 ििम्बर, 2020) - आयस्को तथा सेबी की छत्रछाया मेंमिाया जा रहा है”
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Guidance Note on FATCA and CRS May 2016
Risk Disclosure Documents
Guidance Note in Vernacular Language

SEBI Registration No INZ000238435. Exchange Registration Nos NSE : TM No. - 14610 | BSE : TM No.-6512 | MCX : TM Code-55175 | SEBI Registration for DP : IN-DP-773-2024
Registered Address : 401,402 & 403 4th floor JMD Regent Square M. G Road Gurgaon Haryana- 122002 For any complaints email at : complaint@moneypalm.in. If not satisfied with the response provided by us, you may approach SEBI or BSE or NSE or MCX.

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