The investors can be Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and body corporates. The minimum investment amount in 2Point2 Capital PMS is 50,00,000 (Fifty Lakhs).

You can open a PMS account by e-mailing us at info@2point2capital.com or calling us on +91 7208002358. 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 50,00,000. 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.

For any complaints and grievances, refer to the Grievance Redressal Mechanism and the Disclosure document in the compliance section.

An NRI can invest in a PMS through an NRE or NRO account

Yes, Investors have the option to invest directly with us without an intermediary