Portfolio Management Services

Barclays Wealth and Investment Management offers discretionary and non-discretionary PMS. 

Portfolio Management Service (PMS) is an active portfolio management offering in which the portfolio is constructed as per the investment objectives and constraints specified by the client. The client has access to the services of a professional investment manager.

Barclays Securities India Private Limited (BSIPL) offers discretionary and non-discretionary PMS. In discretionary PMS, the clients’ funds are managed by the portfolio manager who is responsible for security selection and executing investment decisions. Non-discretionary PMS is a consultative investment approach wherein the portfolio manager suggests investment ideas. The choice and timing for investment rests with the investor while the execution of the investment decision is done by the portfolio manager. Please refer to the Disclosure Document to know more about the Investment Approaches we offer. You may directly engage with us for direct plans on any of our investment approaches, by writing to us at our registered address or reaching out to us on telephone or by e-mailing to us directly at barclayssecuritiesindiaprivatelimited@barclays.com

Barclays Securities (India) Private Limited (BSIPL) is registered with SEBI as a Portfolio Manager. The Disclosure Document has been filed with SEBI as per SEBI (Portfolio Managers) Regulations, 2020.

If you have any comments or feedback on our products or services, please email us

Disclosure Document [PDF]

Investor Charter