Private Client Group or PCG – Definition, Benefits, Features & more

Needs associated with any other investment can be generalized, but not of a high networth individual. Hence, the HNWIs, also referred to as the High networth individuals, can opt for Private Client Group or PCG Services. A personalized investing experience is granted to such individuals, with a common goal to meet the needs.

The idea behind PCG is similar to any other service; meet the needs of the clients. The only distinction is of the experience and assistance, which is personalized in PCG. We understand how complicated it can get, if you wish to make amendments with the concept of PCG, so, we have decided to illustrate it.

We have all the information you need to get, in order to creating the understanding of the term. Hence, here is an instantaneous draft, for you to develop the familiarity.

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Why choose PCG or Private Client Group Services?

Investments made in large number require constant monitoring, and a successful strategy for the starters. This is where the need for PCG or Private Client Group Services arises. With distinctive investment and allocation needs, the kind of services required alters.

This is where a tailored service works, as the general outlay of providing services get mainstream, often not rewarding, as per expectancy. PCG provides a customized expert, research services, monitoring possibilities, dept report and analysis, to take pace with the high level of expectations.

Choosing for personalized service as such, takes the clients expectations to a whole new arena of satisfaction. The services are much more customized and exclusive in nature.


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Private Client Group or PCG Services vs PMS

Going past the definition of Private Client Group Services, one might encounter a common assumption, PCG being similar to the Portfolio Management Services. Here is what you need to know about them both, rather individually.

PCG services are driven to fulfill the needs and demands of High net worth individuals, who happen to have distinctive and unique investment needs. PCG is a more personalized gateway to exploring the product and service offering of the company. Likewise, the concerned company provides designated experts, who provide personal satisfaction.

PMS or often referred to as Portfolio Management Services can be well associated as a risk management solutions. PMS caters various other client groups, such as high net worth individuals, NRIs, Overseas corporate bodies and Indian corporate. The PMS account is opened in favor of the concerned, for better investment management.


List of Best PCG or Private Client Group services providers

Motilal Oswal Private Client GroupHDFC Bank Private Client Group
Kotak Securities Privtae Client GroupEdelweiss Private Client Group
Prabhudas Lilladher Private Client GroupAmbit Capital Private Client Group
Way2Wealth Private Client GroupArihant Capital Private Client Group

Private Client Group or PCG Investment Range

As other exclusive services contain, likewise there exists a PCG Investment Range requirement as well. The investors in concern need to abide by the rules to avail for PCG service and get involved with a stock broker’s Private client group.

The basic investment range to avail for the private client group may vary as per the stock broker in concern. However, the basic range lies in between 25 lakhs and above. Exclusive service is enabled here, with exclusive benefits, which takes the PCG Earnings past the common threshold of a normal service.


PCG – Financial Investment Product Suite

Expecting a high range of product and service line from PCG is usual and rightful. Stock broking companies have their individual PCG Product Suite, in order to catch up with the client’s profile. This makes the service rather customized and personalized. Here are the general indulgence of product and service line.

  • Equities – This include Direct Equity, Equity Mutual Fund, Portfolio Management Services, Stock Lending and borrowing, etc.
  • Fixed Income – This category includes debit products as well, and thereby generates steady incomes.
  • Alternative products – Furthermore, structured products, real estate etc fall in this category.
  • Advisory services – You will have all kind of investment options, to build a better portfolio, including international services.
  • Insurance – You can also avail for ULIP and term plans.

Advantages of Private Client Group Services

We also wish to place some strong points in order to help you fix up your mind into availing for the Private Client Group or PCG Services. Check out the advantages.

  • A dedicated relationship manager will be at your disposal to have a personalized yet better interaction. This to develop a better understanding of the client’s need and perspective.
  • The research and knowledge relating to the detailed reports and outlays will be served to the clients for better strategy’s build up.
  • Technology can be the best companion a company can make. Hence, with the tons of gathered technology oriented services and tools, services will be accessible in a better way.
  • Also, the high reward ceiling is a must mention.
  • In PCG, Failure term is barely encountered.

Disadvantages of Private Client Group Services

While there are certain downfalls with everything in existence, such is the case with the PCG or Private Client Group Services as well. Check out the limited almost non-existent cons of PCG:

  • Conflict of interest may be the most possible occurrence, given the role of a relationship manager.
  • On the other hand, light changes in whatsoever aspect possible, may hamper the client relationship. One such example is the change in personnel or expert provided.
  • On the contrary, all individuals cannot avail for this service, because a lot of criterias to avail for this service should be met.

Private Client Group or PCG – Conclusion

While you think to take up a PMS, you may move ahead and choose Private Client Group or PCG Services, since you are now familiar with the term. Advantages linked to this service are multiple, while the disadvantages are barely noticeable.

Good financial standing is better facilitated with PCS, and is the takeaway here. Moreover, availing for PCG service would actually be a pretty fair idea.


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