What are the historical returns of Discretionary Portfolio Management Account?

1-year returns: 12–25%, 3-year: 12–18%, 5-year: 12–16%. Past performance is not a guarantee of future results.

What is the minimum investment for Discretionary Portfolio Management Account?

Minimum ticket size: ₹500. ₹500–₹5,000.

22. Robo-Advisory & Managed Portfolios

Discretionary Portfolio Management Account

Discretionary Portfolio Management

Account where a professional manager makes all investment decisions on the investor's behalf.

Risk Level

High ★★★★☆

Liquidity

🟡 Medium

Min Investment

₹500

Ticket Size

₹500–₹5,000

Ideal Horizon

5+ years

Region

Global

📈 Historical Returns (Indicative)

1 Year

12–25%

3 Years

12–18%

5 Years

12–16%

10 Years

11–14%

20 Years

11–13%

⚠️ Indicative historical ranges only. Past performance does not guarantee future results. Returns vary significantly across individual instruments.

✅ Pros & ❌ Cons

Advantages

✅ High return potential over long term

Disadvantages

❌ High volatility — value can fall significantly in short term

🚀 How to Invest in Discretionary Portfolio Management Account

Research and compare options on Applica Finance
Open appropriate account (Demat, bank, or platform account)
Complete KYC with PAN and Aadhaar
Start with minimum investment; scale up gradually

💰 Tax Treatment (India)

Gains taxed as per applicable income tax slab or capital gains rules
Consult a tax advisor for your specific situation

Disclaimer: This page is for educational purposes only and does not constitute financial advice. Returns shown are indicative historical ranges and not guaranteed. Consult a SEBI-registered investment advisor before investing.

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