How can I monitor the performance of my PMS?
Portfolio management services are specialized services offered by professional money managers who aim to create an investment portfolio of stocks, bonds, cash, and other assets for the client. A team of experts conducts thorough research and takes investment decisions based on the client’s objectives.
You can keep track of your PMS investments on the platform exclusively for PMS users.
The following reports are periodically sent to your registered email ID:
| Frequency | Statement |
|---|---|
| Weekly | Summary |
| Yearly (CA audited and certified) | Profit and Loss Statement Ledger Transaction Statement Income and Expenditure Report |
How do I login to my PMS account ?
- Go to https://pms.geojit.com/wealthspectrum/portal/sign-in
- Now you will land on the login page.
- Here, enter your PMS client ID or registered email ID.
- Now enter the password you have created exclusively for this platform.
- If you don't have one, click on the 'Forgot Password' button.
- Now you will be navigated to the 'Reset Password' page.
- Enter your PMS user name or registered email ID here.
- Click on 'Generate OTP'.
- Now enter the OTP and complete the process.
- Now login using your username and newly created password.
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