FAQs

2Point2 Capital Advisors LLP is a SEBI registered Portfolio Management Service (PMS) provider. 2Point2 Capital PMS is focused on generating superior returns for investors by taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations.

A PMS entity is strictly regulated by SEBI and is required to have a Net Worth of minimum 2 crores to start operations.

The investors can be Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and body corporates. SEBI has mandated INR 25,00,000 (Twenty Five Lakhs) as the minimum capital investment in a PMS.

You can open a PMS account by e-mailing us at [email protected] or calling us on 022-69402357. Once we receive your request, one of our executives will guide you.

Initial corpus can be brought in by way of RTGS/NEFT/Cheque/DD. As per regulations, the funds can come only from a bank account that is in the name of the investor and mapped with us.

Yes, it is possible to transfer a combination of the two subject to the minimum capital requirement. Securities can be transferred to the client’s demat account opened with the PMS. The securities have to necessarily come from a demat account which is in the name of the investor. Along with security transfer, the client also needs to provide us with the date of acquisition and the cost of acquisition of these securities. This will ensure all future reports are prepared correctly.

You can transfer new funds, either through a cheque or a wire transfer.

The Portfolio Management Service has no lock-in period. However, we will charge an exit load of 3% on redemptions within one year. Thereafter, no exit load will be charged on any redemption.

You can withdraw your profits as well as capital investment as and when you want, provided you maintain the minimum capital requirement of INR 25,00,000. Exit charges for withdrawal within one year would be applicable.

As per regulations governing Portfolio Management Services in India, returns cannot be guaranteed. However, we shall endeavour to outperform the benchmark indices like Sensex & Nifty and top mutual funds.

The tax liability for a PMS investor would remain the same as if the investor was investing directly in those securities. The onus of declaring and filing the returns on income generated in the PMS is on the client.

Investors will find the name, address and telephone number of the Investor Relations officer of the portfolio manager in the Disclosure Document. He will attend to all investor queries and complaints. The grievance redressal and dispute mechanism is also mentioned in the Disclosure Document. Investors can also approach SEBI for redressal of their complaints if they are not answered by Investor Relations manager satisfactorily. On receipt of complaints, SEBI takes up the matter with the concerned portfolio manager and follows up with them.

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