Hello check this file... portfolio management plugin for excel... have all the details espects...
have a screenshoot too...
2 Replies
Ramalingam K
(Founder & Director - Holistic Investment Planners (P) Limited)
(21077 Points)
Replied 14 May 2014
Portfolio Management Scheme: A unique investment opportunity
What is Portfolio Management Scheme?
Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.
https://www.holisticinvestment.in/Portfolio-Management-Scheme
Regards
Ramalingam K, MBA, CFP,
Director and Chief Financial Planner,
Holistic Investment Planners
“Best Performing Financial Advisor Award” Winners from CNBC TV18
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