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Portfolio Management Services

Paterson Portfolio Management is a comprehensive service offered to clients seeking a professional approach to managing their investments. The Portfolio manager typically invests in one or more asset classes consisting of stocks, mutual funds, bonds etc based on personal investment goals, risk-return profile and investment horizon. We are a SEBI registered Portfolio Manager and offer Discretionary PMS.


At Paterson, we follow a Centralised Decision Making System.
The fund management process is broken down into 3 steps:


SEBI Regn – (CASH) INB231367195, (derivatives) INF231367195, (currency) INE231367195 || BSE: Member ID – 3083 | SEBI Regn – (cash) INB011367134, (derivatives) INF011367134, (WDM) Clearing no.: 3083 || MSE: SEBI Regn – (cash) INB041251431 || MCX-SX: Member ID – 32700 | SEBI Regn – (currency) INE261367192 || CDSL DP: SEBI Regn – IN-DP-CDSL-312-2005 || PMS: SEBI Regn – PM/INP 000005422 || MF: AMFI Regn – ARN 3077 || MCX: Member ID - 31420 | FMC Unique Member Code - MCX/TCM/CORP/1175.

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